Edge Capital Group’s Aflac AFL Stock Holding History

Edge Capital Group’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 Q4	$725K	Sell	7,013 -919	-12%	-$100K	0.03%	185
2024 Q3	$887K	Buy	7,932 +264	+3%	+$26.8K	0.04%	176
2024 Q2	$685K	Buy	+7,668	New	+$659K	0.03%	190
2023 Q2	–	Sell	-2,469	Closed	-$159K	–	315
2023 Q1	$159K	Sell	2,469 -51,969	-95%	-$3.56M	0.01%	316
2022 Q4	$3.92M	Buy	54,438 +1,082	+2%	+$72.4K	0.27%	80
2022 Q3	$3M	Buy	53,356 +1,965	+4%	+$116K	0.25%	80
2022 Q2	$2.84M	Buy	51,391 +138	+0.3%	+$8.14K	0.25%	83
2022 Q1	$3.3M	Buy	51,253 +296	+0.6%	+$18.5K	0.23%	89
2021 Q4	$2.98M	Buy	50,957 +3,290	+7%	+$184K	0.21%	91
2021 Q3	$2.48M	Buy	47,667 +925	+2%	+$50.6K	0.2%	92
2021 Q2	$2.51M	Buy	+46,742	New	+$2.55M	0.2%	87

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Edge Capital Group's AFL Position: Q4 2024 in Review

Edge Capital Group reduced its Aflac (AFL) stake by 12% in Q4 2024, selling an estimated $100K and leaving 7,013 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #185.

Edge Capital Group first reported a position in AFL in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.92M in Q4 2022. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Edge Capital Group held 7,013 shares of Aflac worth $725K as of Q4 2024.
Edge Capital Group sold 919 Aflac shares in Q4 2024, an estimated $100K.
Aflac made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #185 holding.
Edge Capital Group first reported a position in Aflac in Q2 2021 and has held it in 11 quarters since.
Edge Capital Group's Aflac position peaked at $3.92M in Q4 2022.
1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.