Endurance Wealth Management’s Aflac AFL Stock Holding History

Endurance 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
2023 Q2	$70K	Hold	1,000	–	–	0.01%	303
2023 Q1	$645K	Hold	1,000	–	–	0.09%	107
2022 Q4	$72K	Hold	1,000	–	–	0.01%	286
2022 Q3	$56K	Buy	+1,000	New	+$58.8K	0.01%	309
2018 Q2	–	Sell	-300	Closed	-$13K	–	487
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	404
2017 Q4	$13K	Buy	+300	New	+$12.8K	﹤0.01%	385
2017 Q2	–	Sell	-142	Closed	-$5K	–	499
2017 Q1	$5K	Hold	142	–	–	﹤0.01%	445
2016 Q4	$5K	Hold	142	–	–	﹤0.01%	430
2016 Q3	$5K	Hold	142	–	–	﹤0.01%	425
2016 Q2	$5K	Hold	142	–	–	﹤0.01%	423
2016 Q1	$4K	Hold	142	–	–	﹤0.01%	439
2015 Q4	$4K	Hold	142	–	–	﹤0.01%	462
2015 Q3	$4K	Hold	142	–	–	﹤0.01%	456
2015 Q2	$4K	Buy	+142	New	+$4.49K	﹤0.01%	460

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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 $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Endurance Wealth Management's AFL Position: Q2 2023 in Review

Endurance Wealth Management held its Aflac (AFL) position steady in Q2 2023 at 1,000 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #303.

Endurance Wealth Management first reported a position in AFL in Q2 2015 and has held it in 14 quarters since. The position peaked at $645K in Q1 2023. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Endurance Wealth Management held 1,000 shares of Aflac worth $70K as of Q2 2023.
Endurance Wealth Management left its Aflac share count unchanged in Q2 2023.
Aflac made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #303 holding.
Endurance Wealth Management first reported a position in Aflac in Q2 2015 and has held it in 14 quarters since.
Endurance Wealth Management's Aflac position peaked at $645K in Q1 2023.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.