Cerro Pacific Wealth Advisors’s Aflac AFL Stock Holding History

Cerro Pacific Wealth Advisors’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
2026 Q1	$763K	Sell	6,957 -740	-10%	-$82K	0.2%	79
2025 Q4	$849K	Sell	7,697 -697	-8%	-$76.8K	0.23%	71
2025 Q3	$938K	Sell	8,394 -1,415	-14%	-$149K	0.26%	70
2025 Q2	$1.03M	Sell	9,809 -716	-7%	-$75.2K	0.29%	67
2025 Q1	$1.09M	Sell	10,525 -31	-0.3%	-$3.29K	0.35%	59
2024 Q4	$1.18M	Sell	10,556 -253	-2%	-$27.6K	0.39%	59
2024 Q3	$965K	Hold	10,809	–	–	0.36%	64
2024 Q2	$965K	Buy	+10,809	New	+$929K	0.37%	65
2023 Q1	$711K	Sell	11,014 -102	-0.9%	-$6.98K	0.39%	64
2022 Q4	$800K	Sell	11,116 -111	-1%	-$7.43K	0.42%	63
2022 Q3	$631K	Buy	11,227 +489	+5%	+$28.8K	0.38%	70
2022 Q2	$594K	Sell	10,738 -1,612	-13%	-$95.1K	0.37%	72
2022 Q1	$795K	Buy	12,350 +174	+1%	+$10.9K	0.49%	64
2021 Q4	$711K	Sell	12,176 -982	-7%	-$55K	0.45%	70
2021 Q3	$686K	Sell	13,158 -4,695	-26%	-$257K	0.49%	63
2021 Q2	$958K	Buy	+17,853	New	+$973K	0.71%	41
2020 Q4	$1.03M	Buy	+23,242	New	+$951K	0.62%	50

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return