Edmonds Duncan Registered Investment Advisors’s Aflac AFL Stock Holding History

Edmonds Duncan Registered Investment 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	$533K	Buy	4,765 +15	+0.3%	+$1.52K	0.12%	74
2024 Q2	$424K	Hold	4,750	–	–	0.1%	77
2024 Q1	$408K	Hold	4,750	–	–	0.1%	84
2023 Q4	$392K	Hold	4,750	–	–	0.1%	85
2023 Q3	$365K	Hold	4,750	–	–	0.1%	89
2023 Q2	$332K	Hold	4,750	–	–	0.1%	89
2023 Q1	$306K	Hold	4,750	–	–	0.09%	98
2022 Q4	$342K	Hold	4,750	–	–	0.11%	89
2022 Q3	$267K	Hold	4,750	–	–	0.09%	92
2022 Q2	$263K	Hold	4,750	–	–	0.09%	97
2022 Q1	$306K	Hold	4,750	–	–	0.09%	105
2021 Q4	$298K	Hold	4,750	–	–	0.08%	104
2021 Q3	$248K	Hold	4,750	–	–	0.08%	121
2021 Q2	$255K	Hold	4,750	–	–	0.08%	114
2021 Q1	$243K	Hold	4,750	–	–	0.08%	110
2020 Q4	$225K	Buy	+4,750	New	+$194K	0.08%	116
2020 Q1	–	Sell	-4,950	Closed	-$262K	–	109
2019 Q4	$262K	Hold	4,950	–	–	0.11%	97
2019 Q3	$259K	Hold	4,950	–	–	0.11%	96
2019 Q2	$276K	Hold	4,950	–	–	0.11%	96
2019 Q1	$248K	Hold	4,950	–	–	0.1%	104
2018 Q4	$226K	Hold	4,950	–	–	0.11%	104
2018 Q3	$233K	Hold	4,950	–	–	0.1%	102
2018 Q2	$213K	Hold	4,950	–	–	0.09%	104
2018 Q1	$217K	Hold	4,950	–	–	0.1%	102
2017 Q4	$217K	Hold	4,950	–	–	0.1%	99
2017 Q3	$208K	Buy	+4,950	New	+$199K	0.1%	98

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Edmonds Duncan Registered Investment Advisors's AFL Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Aflac (AFL) stake by 0.32% in Q3 2024, buying an estimated $1.52K and bringing the position to 4,765 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #74.

Edmonds Duncan Registered Investment Advisors first reported a position in AFL in Q3 2017 and has held it in 26 quarters since. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 4,765 shares of Aflac worth $533K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 15 Aflac shares in Q3 2024, an estimated $1.52K.
Aflac made up 0.12% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #74 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in Aflac in Q3 2017 and has held it in 26 quarters since.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.