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Copperwynd Financial’s Aflac AFL Stock Holding History

Copperwynd Financial’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 		$286K Buy
2,711
+153
+6% +$16.1K 0.07% 125
2025
Q1 		$284K Sell
2,558
-287
-10% -$30.4K 0.08% 121
2024
Q4 		$294K Buy
2,845
+95
+3% +$10.4K 0.08% 113
2024
Q3 		$307K Sell
2,750
-279
-9% -$28.4K 0.09% 115
2024
Q2 		$289K Buy
3,029
+109
+4% +$9.37K 0.09% 117
2024
Q1 		$251K Sell
2,920
-229
-7% -$18.8K 0.09% 120
2023
Q4 		$260K Buy
3,149
+180
+6% +$14.5K 0.1% 122
2023
Q3 		$228K Buy
2,969
+39
+1% +$2.9K 0.11% 115
2023
Q2 		$205K Sell
2,930
-205
-7% -$13.7K 0.1% 129
2023
Q1 		$202K Sell
3,135
-178
-5% -$12.2K 0.1% 129
2022
Q4 		$238K Buy
+3,313
New +$222K 0.13% 117

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Copperwynd Financial's AFL Position: Q2 2025 in Review

Copperwynd Financial increased its Aflac (AFL) stake by 6% in Q2 2025, buying an estimated $16.1K and bringing the position to 2,711 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #125.

Copperwynd Financial first reported a position in AFL in Q4 2022 and has held it in 11 quarters since. The position peaked at $307K in Q3 2024. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Copperwynd Financial held 2,711 shares of Aflac worth $286K as of Q2 2025.
  • Copperwynd Financial bought 153 Aflac shares in Q2 2025, an estimated $16.1K.
  • Aflac made up 0.07% of Copperwynd Financial's portfolio in Q2 2025, its #125 holding.
  • Copperwynd Financial first reported a position in Aflac in Q4 2022 and has held it in 11 quarters since.
  • Copperwynd Financial's Aflac position peaked at $307K in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.