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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

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carmel Capital Partners's AFL Position: Q3 2025 in Review

Carmel Capital Partners sold out of Aflac (AFL) in Q3 2025, closing a stake of 3,790 shares — an estimated $400K sold.

Carmel Capital Partners first reported a position in AFL in Q4 2022 and held it in 11 quarters. The position peaked at $439K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Carmel Capital Partners reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 3,790 Aflac shares in Q3 2025, an estimated $400K.
  • Carmel Capital Partners first reported a position in Aflac in Q4 2022 and held it in 11 quarters.
  • Carmel Capital Partners's Aflac position peaked at $439K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.