GA
AFL icon

Geller Advisors’s Aflac AFL Stock Holding History

Geller 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
Q4 		$486K Buy
4,701
+30
+0.6% +$3.27K 0.03% 138
2024
Q3 		$522K Sell
4,671
-1,832
-28% -$186K 0.04% 135
2024
Q2 		$581K Sell
6,503
-163
-2% -$14K 0.04% 121
2024
Q1 		$572K Buy
6,666
+66
+1% +$5.41K 0.05% 122
2023
Q4 		$545K Sell
6,600
-292
-4% -$23.5K 0.05% 115
2023
Q3 		$529K Sell
6,892
-844
-11% -$62.7K 0.06% 109
2023
Q2 		$540K Buy
7,736
+2,560
+49% +$171K 0.07% 104
2023
Q1 		$334K Buy
5,176
+566
+12% +$38.7K 0.05% 109
2022
Q4 		$332K Buy
4,610
+31
+0.7% +$2.08K 0.06% 85
2022
Q3 		$257K Sell
4,579
-184
-4% -$10.8K 0.06% 98
2022
Q2 		$264K Sell
4,763
-85
-2% -$5.02K 0.06% 101
2022
Q1 		$312K Buy
4,848
+315
+7% +$19.7K 0.06% 105
2021
Q4 		$265K Buy
4,533
+54
+1% +$3.03K 0.05% 128
2021
Q3 		$233K Buy
4,479
+637
+17% +$34.8K 0.05% 129
2021
Q2 		$206K Buy
+3,842
New +$209K 0.04% 132

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Geller Advisors's AFL Position: Q4 2024 in Review

Geller Advisors increased its Aflac (AFL) stake by 0.64% in Q4 2024, buying an estimated $3.27K and bringing the position to 4,701 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #138.

Geller Advisors first reported a position in AFL in Q2 2021 and has held it in 15 quarters since. The position peaked at $581K in Q2 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Geller Advisors held 4,701 shares of Aflac worth $486K as of Q4 2024.
  • Geller Advisors bought 30 Aflac shares in Q4 2024, an estimated $3.27K.
  • Aflac made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #138 holding.
  • Geller Advisors first reported a position in Aflac in Q2 2021 and has held it in 15 quarters since.
  • Geller Advisors's Aflac position peaked at $581K in Q2 2024.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.