FRG Family Wealth Advisors’s Aflac AFL Stock Holding History

FRG Family Wealth Advisors’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 Q2	–	Sell	-820	Closed	-$68.6K	–	144
2024 Q1	$68.6K	Buy	+820	New	+$67.2K	0.01%	186
2018 Q3	–	Sell	-5,518	Closed	-$237K	–	144
2018 Q2	$237K	Hold	5,518	–	–	0.07%	138
2018 Q1	$241K	Hold	5,518	–	–	0.08%	137
2017 Q4	$242K	Hold	5,518	–	–	0.08%	137
2017 Q3	$225K	Hold	5,518	–	–	0.08%	135
2017 Q2	$214K	Sell	5,518 -3,000	-35%	-$113K	0.08%	132
2017 Q1	$308K	Hold	8,518	–	–	0.12%	117
2016 Q4	$296K	Hold	8,518	–	–	0.12%	112
2016 Q3	$306K	Hold	8,518	–	–	0.14%	108
2016 Q2	$307K	Hold	8,518	–	–	0.14%	107
2016 Q1	$271K	Sell	8,518 -1,200	-12%	-$35.6K	0.13%	109
2015 Q4	$291K	Buy	+9,718	New	+$302K	0.14%	111

Other funds holding AFL

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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