Carmel Capital Partners’s Aflac AFL Stock Holding History

Carmel Capital Partners’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,790	Closed	-$400K	–	107
2025 Q2	$400K	Sell	3,790 -156	-4%	-$16.4K	0.14%	101
2025 Q1	$439K	Buy	3,946 +7	+0.2%	+$742	0.17%	99
2024 Q4	$407K	Buy	3,939 +10	+0.3%	+$1.09K	0.16%	97
2024 Q3	$439K	Buy	3,929 +165	+4%	+$16.8K	0.17%	99
2024 Q2	$336K	Buy	3,764 +326	+9%	+$28K	0.14%	107
2024 Q1	$295K	Sell	3,438 -3	-0.1%	-$246	0.12%	116
2023 Q4	$284K	Buy	3,441 +21	+0.6%	+$1.69K	0.15%	114
2023 Q3	$262K	Sell	3,420 -281	-8%	-$20.9K	0.12%	122
2023 Q2	$258K	Buy	3,701 +169	+5%	+$11.3K	0.13%	103
2023 Q1	$228K	Buy	3,532 +472	+15%	+$32.3K	0.13%	120
2022 Q4	$220K	Buy	+3,060	New	+$205K	0.15%	118

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return