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Centricity Wealth Management’s Aflac AFL Stock Holding History

Centricity 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
Q2 		$14.9K Hold
141
– – 0.01% 292
2025
Q1 		$15.7K Hold
141
– – 0.01% 277
2024
Q4 		$14.6K Buy
+141
New +$15.4K 0.01% 286

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centricity Wealth Management's AFL Position: Q2 2025 in Review

Centricity Wealth Management held its Aflac (AFL) position steady in Q2 2025 at 141 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #292.

Centricity Wealth Management first reported a position in AFL in Q4 2024 and has held it in 3 quarters since. The position peaked at $15.7K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Centricity Wealth Management held 141 shares of Aflac worth $14.9K as of Q2 2025.
  • Centricity Wealth Management left its Aflac share count unchanged in Q2 2025.
  • Aflac made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #292 holding.
  • Centricity Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Aflac position peaked at $15.7K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.