Center For Asset Management’s Aflac AFL Stock Holding History

Center For Asset 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	-6,765	Closed	-$697K	–	137
2025 Q2	$697K	Buy	6,765 +108	+2%	+$11.3K	0.43%	54
2025 Q1	$740K	Buy	+6,657	New	+$706K	0.45%	51
2024 Q4	–	Sell	-6,841	Closed	-$765K	–	120
2024 Q3	$765K	Buy	6,841 +78	+1%	+$7.93K	0.46%	50
2024 Q2	$604K	Buy	6,763 +177	+3%	+$15.2K	0.4%	54
2024 Q1	$566K	Sell	6,586 -9	-0.1%	-$738	0.46%	47
2023 Q4	$544K	Sell	6,595 -68	-1%	-$5.48K	0.5%	45
2023 Q3	$511K	Sell	6,663 -250	-4%	-$18.6K	0.51%	45
2023 Q2	$483K	Buy	+6,913	New	+$463K	0.46%	52
2023 Q1	–	Sell	-3,013	Closed	-$217K	–	104
2022 Q4	$217K	Buy	+3,013	New	+$202K	0.2%	105
2022 Q2	–	Sell	-5,382	Closed	-$347K	–	113
2022 Q1	$347K	Buy	5,382 +648	+14%	+$40.6K	0.27%	77
2021 Q4	$276K	Buy	+4,734	New	+$265K	0.2%	95

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