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CarsonAllaria Wealth Management’s Aflac AFL Stock Holding History

CarsonAllaria Wealth Management’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
-547
Closed -$57.8K – 81
2025
Q2 		$57.8K Sell
547
-7
-1% -$736 0.03% 129
2025
Q1 		$61.6K Buy
554
+3
+0.5% +$318 0.04% 121
2024
Q4 		$57K Buy
551
+3
+0.5% +$327 0.03% 126
2024
Q3 		$61.4K Buy
548
+2
+0.4% +$203 0.04% 120
2024
Q2 		$48.8K Buy
546
+3
+0.6% +$258 0.03% 125
2024
Q1 		$46.7K Buy
543
+4
+0.7% +$328 0.03% 133
2023
Q4 		$44.5K Buy
539
+2
+0.4% +$161 0.03% 120
2023
Q3 		$41.2K Buy
537
+3
+0.6% +$223 0.03% 121
2023
Q2 		$37.3K Buy
534
+4
+0.8% +$268 0.03% 126
2023
Q1 		$34.2K Buy
530
+3
+0.6% +$205 0.03% 129
2022
Q4 		$38K Buy
527
+444
+535% +$29.7K 0.03% 116
2022
Q3 		$5K Hold
83
– – ﹤0.01% 225
2022
Q2 		$5K Hold
83
– – ﹤0.01% 226
2022
Q1 		$5K Buy
83
+2
+2% +$125 ﹤0.01% 240
2021
Q4 		$5K Buy
+81
New +$4.54K ﹤0.01% 261

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

CarsonAllaria Wealth Management's AFL Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 547 shares — an estimated $57.8K sold.

CarsonAllaria Wealth Management first reported a position in AFL in Q4 2021 and held it in 15 quarters. The position peaked at $61.6K in Q1 2025. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 547 Aflac shares in Q3 2025, an estimated $57.8K.
  • CarsonAllaria Wealth Management first reported a position in Aflac in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Aflac position peaked at $61.6K in Q1 2025.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.