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Elgethun Capital Management’s Aflac AFL Stock Holding History

Elgethun Capital 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
Q1 		– Sell
-883
Closed -$91.4K – 152
2024
Q4 		$91.4K Buy
883
+4
+0.5% +$436 0.02% 148
2024
Q3 		$98.3K Sell
879
-732
-45% -$74.4K 0.02% 147
2024
Q2 		$144K Buy
1,611
+5
+0.3% +$430 0.04% 138
2024
Q1 		$137K Buy
1,606
+5
+0.3% +$410 0.03% 142
2023
Q4 		$132K Buy
1,601
+8
+0.5% +$645 0.04% 140
2023
Q3 		$122K Buy
1,593
+9
+0.6% +$668 0.04% 137
2023
Q2 		$111K Buy
+1,584
New +$106K 0.03% 145
2019
Q4 		– Sell
-30,923
Closed -$1.61M – 97
2019
Q3 		$1.61M Buy
30,923
+951
+3% +$50.2K 0.86% 35
2019
Q2 		$1.64M Sell
29,972
-1,530
-5% -$78.9K 0.9% 35
2019
Q1 		$1.57M Sell
31,502
-1,952
-6% -$94.1K 0.92% 35
2018
Q4 		$1.52M Sell
33,454
-6,962
-17% -$310K 1.06% 34
2018
Q3 		$1.91M Sell
40,416
-9,391
-19% -$430K 1.24% 31
2018
Q2 		$2.13M Sell
49,807
-6,399
-11% -$287K 1.51% 26
2018
Q1 		$2.46M Sell
56,206
-90
-0.2% -$3.98K 1.72% 21
2017
Q4 		$2.47M Sell
56,296
-1,402
-2% -$59.8K 1.73% 22
2017
Q3 		$2.35M Buy
57,698
+1,028
+2% +$41.4K 1.72% 20
2017
Q2 		$2.2M Buy
56,670
+244
+0.4% +$9.17K 1.71% 22
2017
Q1 		$2.04M Buy
56,426
+8,558
+18% +$303K 1.64% 25
2016
Q4 		$1.67M Buy
+47,868
New +$1.69M 1.3% 30

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

Elgethun Capital Management's AFL Position: Q1 2025 in Review

Elgethun Capital Management sold out of Aflac (AFL) in Q1 2025, closing a stake of 883 shares — an estimated $91.4K sold.

Elgethun Capital Management first reported a position in AFL in Q4 2016 and held it in 19 quarters. The position peaked at $2.47M in Q4 2017. 1,625 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Elgethun Capital Management reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Elgethun Capital Management sold 883 Aflac shares in Q1 2025, an estimated $91.4K.
  • Elgethun Capital Management first reported a position in Aflac in Q4 2016 and held it in 19 quarters.
  • Elgethun Capital Management's Aflac position peaked at $2.47M in Q4 2017.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Elgethun Capital Management's 13F filing for Q1 2025, filed 9 May 2025.