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Concourse Financial Group Securities’s Aflac AFL Stock Holding History

Concourse Financial Group Securities’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
-5,911
Closed -$617K – 43
2024
Q4 		$617K Buy
5,911
+268
+5% +$29.2K 0.03% 428
2024
Q3 		$631K Buy
5,643
+837
+17% +$85.1K 0.04% 406
2024
Q2 		$429K Buy
4,806
+938
+24% +$80.6K 0.03% 484
2024
Q1 		$332K Buy
3,868
+168
+5% +$13.8K 0.02% 527
2023
Q4 		$305K Buy
3,700
+988
+36% +$79.6K 0.02% 539
2023
Q3 		$208K Buy
2,712
+610
+29% +$45.3K 0.02% 605
2023
Q2 		$147K Sell
2,102
-47
-2% -$3.15K 0.01% 744
2023
Q1 		$139K Buy
2,149
+877
+69% +$60K 0.01% 764
2022
Q4 		$91.5K Buy
+1,272
New +$85.2K 0.01% 859
2022
Q3 		– Sell
-861
Closed -$50.7K – 2004
2022
Q2 		$48K Sell
861
-357
-29% -$21.1K ﹤0.01% 1103
2022
Q1 		$78K Sell
1,218
-2,808
-70% -$176K 0.01% 963
2021
Q4 		$235K Sell
4,026
-61
-1% -$3.42K 0.01% 671
2021
Q3 		$213K Sell
4,087
-5,539
-58% -$303K 0.01% 701
2021
Q2 		$517K Buy
9,626
+377
+4% +$20.6K 0.03% 451
2021
Q1 		$473K Buy
9,249
+608
+7% +$29.2K 0.03% 442
2020
Q4 		$384K Buy
8,641
+113
+1% +$4.63K 0.03% 433
2020
Q3 		$310K Buy
8,528
+1,320
+18% +$48.1K 0.03% 433
2020
Q2 		$260K Buy
7,208
+378
+6% +$13.7K 0.03% 446
2020
Q1 		$234K Buy
+6,830
New +$312K 0.03% 422
2019
Q3 		– Sell
-79
Closed -$4.17K – 1741
2019
Q2 		$4K Sell
79
-6,692
-99% -$345K ﹤0.01% 1782
2019
Q1 		$338K Sell
6,771
-1,094
-14% -$52.7K 0.03% 342
2018
Q4 		$358K Buy
7,865
+3,278
+71% +$146K 0.04% 296
2018
Q3 		$216K Buy
+4,587
New +$210K 0.06% 266

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Concourse Financial Group Securities's AFL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Aflac (AFL) in Q1 2025, closing a stake of 5,911 shares — an estimated $617K sold.

Concourse Financial Group Securities first reported a position in AFL in Q3 2018 and held it in 23 quarters. The position peaked at $631K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,911 Aflac shares in Q1 2025, an estimated $617K.
  • Concourse Financial Group Securities first reported a position in Aflac in Q3 2018 and held it in 23 quarters.
  • Concourse Financial Group Securities's Aflac position peaked at $631K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.