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First Personal Financial Services’s Aflac AFL Stock Holding History

First Personal Financial Services’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 		$224 Buy
+2
New +$203 ﹤0.01% 454
2022
Q2 		– Sell
-21
Closed -$1K – 326
2022
Q1 		$1K Buy
21
+17
+425% +$1.06K ﹤0.01% 324
2021
Q4 		$0 Buy
+4
New +$224 ﹤0.01% 340
2020
Q1 		– Sell
-38
Closed -$2K – 295
2019
Q4 		$2K Hold
38
– – ﹤0.01% 348
2019
Q3 		$2K Hold
38
– – ﹤0.01% 413
2019
Q2 		$2K Buy
+38
New +$1.96K ﹤0.01% 653

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Personal Financial Services's AFL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Aflac (AFL) in Q3 2024: 2 shares worth $224. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AFL as recently as Q1 2022.

First Personal Financial Services first reported a position in AFL in Q2 2019 and has held it in 6 quarters since. The position peaked at $2K in Q4 2019. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • First Personal Financial Services held 2 shares of Aflac worth $224 as of Q3 2024.
  • Aflac was a new First Personal Financial Services position in Q3 2024.
  • Aflac made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #454 holding.
  • First Personal Financial Services first reported a position in Aflac in Q2 2019 and has held it in 6 quarters since.
  • First Personal Financial Services's Aflac position peaked at $2K in Q4 2019.
  • 1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.