Congress Wealth Management’s Aflac AFL Stock Holding History

Congress 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	$16.8M	Buy	159,722 +80,770	+102%	+$8.49M	0.16%	154
2025 Q1	$8.78M	Sell	78,952 -1,203	-2%	-$128K	0.11%	231
2024 Q4	$8.29M	Sell	80,155 -87,817	-52%	-$9.58M	0.11%	221
2024 Q3	$18.8M	Buy	167,972 +56,156	+50%	+$5.71M	0.25%	106
2024 Q2	$9.99M	Buy	+111,816	New	+$9.61M	0.16%	175
2024 Q1	–	Sell	-3,040	Closed	-$251K	–	581
2023 Q4	$251K	Buy	3,040 +360	+13%	+$29K	﹤0.01%	559
2023 Q3	$206K	Buy	+2,680	New	+$199K	﹤0.01%	579
2023 Q1	–	Sell	-2,852	Closed	-$205K	–	556
2022 Q4	$205K	Buy	+2,852	New	+$191K	0.01%	538

Other funds holding AFL

JPH

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Congress Wealth Management increased its Aflac (AFL) stake by 102% in Q2 2025, buying an estimated $8.49M and bringing the position to 159,722 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #154.

Congress Wealth Management first reported a position in AFL in Q4 2022 and has held it in 8 quarters since. The position peaked at $18.8M in Q3 2024. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Congress Wealth Management held 159,722 shares of Aflac worth $16.8M as of Q2 2025.
Congress Wealth Management bought 80,770 Aflac shares in Q2 2025, an estimated $8.49M.
Aflac made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #154 holding.
Congress Wealth Management first reported a position in Aflac in Q4 2022 and has held it in 8 quarters since.
Congress Wealth Management's Aflac position peaked at $18.8M in Q3 2024.
1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.