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Forefront Wealth Management’s Aflac AFL Stock Holding History

Forefront 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
2025
Q3 		– Sell
-1,962
Closed -$207K – 70
2025
Q2 		$207K Buy
1,962
+37
+2% +$3.89K 0.17% 59
2025
Q1 		$214K Sell
1,925
-28
-1% -$2.97K 0.2% 46
2024
Q4 		$202K Buy
+1,953
New +$213K 0.19% 49

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forefront Wealth Management's AFL Position: Q3 2025 in Review

Forefront Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 1,962 shares — an estimated $207K sold.

Forefront Wealth Management first reported a position in AFL in Q4 2024 and held it in 3 quarters. The position peaked at $214K in Q1 2025. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Forefront Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Forefront Wealth Management sold 1,962 Aflac shares in Q3 2025, an estimated $207K.
  • Forefront Wealth Management first reported a position in Aflac in Q4 2024 and held it in 3 quarters.
  • Forefront Wealth Management's Aflac position peaked at $214K in Q1 2025.
  • 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Forefront Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.