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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Aflac AFL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-159
Closed -$17.9K – 540
2025
Q3 		$17.9K Buy
+159
New +$16.7K 0.01% 364

Other funds holding AFL

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JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AFL Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Aflac (AFL) in Q4 2025, closing a stake of 159 shares — an estimated $17.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AFL in Q3 2025 and held it in 1 quarter. The position peaked at $17.9K in Q3 2025. 1,679 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 159 Aflac shares in Q4 2025, an estimated $17.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Aflac in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Aflac position peaked at $17.9K in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.