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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return