CSM Advisors’s Aflac AFL Stock Holding History

CSM 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
2024 Q3	–	Sell	-4,047	Closed	-$361K	–	123
2024 Q2	$361K	Sell	4,047 -300	-7%	-$25.8K	0.03%	116
2024 Q1	$373K	Sell	4,347 -1,300	-23%	-$107K	0.02%	124
2023 Q4	$466K	Sell	5,647 -100	-2%	-$8.06K	0.03%	125
2023 Q3	$441K	Sell	5,747 -1,800	-24%	-$134K	0.04%	117
2023 Q2	$527K	Sell	7,547 -1,100	-13%	-$73.6K	0.04%	124
2023 Q1	$558K	Hold	8,647	–	–	0.05%	119
2022 Q4	$622K	Hold	8,647	–	–	0.06%	109
2022 Q3	$486K	Hold	8,647	–	–	0.05%	114
2022 Q2	$478K	Hold	8,647	–	–	0.04%	109
2022 Q1	$557K	Hold	8,647	–	–	0.04%	111
2021 Q4	$505K	Hold	8,647	–	–	0.03%	135
2021 Q3	$451K	Hold	8,647	–	–	0.03%	131
2021 Q2	$464K	Buy	+8,647	New	+$471K	0.03%	138

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return