DWM
AFL icon

Drive Wealth Management’s Aflac AFL Stock Holding History

Drive 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
Q3 		– Sell
-2,782
Closed -$293K – 362
2025
Q2 		$293K Buy
2,782
+212
+8% +$22.3K 0.06% 241
2025
Q1 		$286K Sell
2,570
-71
-3% -$7.53K 0.07% 235
2024
Q4 		$273K Buy
2,641
+432
+20% +$47.1K 0.07% 233
2024
Q3 		$247K Buy
+2,209
New +$225K 0.06% 252
2024
Q1 		– Sell
-2,492
Closed -$206K – 318
2023
Q4 		$206K Buy
+2,492
New +$201K 0.07% 269

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Drive Wealth Management's AFL Position: Q3 2025 in Review

Drive Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 2,782 shares — an estimated $293K sold.

Drive Wealth Management first reported a position in AFL in Q4 2023 and held it in 5 quarters. The position peaked at $293K in Q2 2025. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Drive Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 2,782 Aflac shares in Q3 2025, an estimated $293K.
  • Drive Wealth Management first reported a position in Aflac in Q4 2023 and held it in 5 quarters.
  • Drive Wealth Management's Aflac position peaked at $293K in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.