CFG
AFL icon

Carr Financial Group’s Aflac AFL Stock Holding History

Carr Financial Group’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
Q1 		– Sell
-2,420
Closed -$250K – 178
2024
Q4 		$250K Buy
2,420
+2
+0.1% +$218 0.08% 164
2024
Q3 		$270K Buy
2,418
+2
+0.1% +$203 0.08% 164
2024
Q2 		$216K Hold
2,416
– – 0.07% 178
2024
Q1 		$207K Sell
2,416
-750
-24% -$61.5K 0.07% 171
2023
Q4 		$261K Hold
3,166
– – 0.1% 145
2023
Q3 		$260K Hold
3,166
– – 0.1% 141
2023
Q2 		$221K Hold
3,166
– – 0.09% 162
2023
Q1 		$204K Hold
3,166
– – 0.09% 166
2022
Q4 		$228K Buy
+3,166
New +$212K 0.12% 148

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 $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carr Financial Group's AFL Position: Q1 2025 in Review

Carr Financial Group sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,420 shares — an estimated $250K sold.

Carr Financial Group first reported a position in AFL in Q4 2022 and held it in 9 quarters. The position peaked at $270K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Carr Financial Group reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Carr Financial Group sold 2,420 Aflac shares in Q1 2025, an estimated $250K.
  • Carr Financial Group first reported a position in Aflac in Q4 2022 and held it in 9 quarters.
  • Carr Financial Group's Aflac position peaked at $270K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.