Guardian Wealth Management (Illinois)’s Aflac AFL Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-215	Closed	-$23.9K	–	67
2025 Q1	$23.9K	Hold	215	–	–	0.02%	130
2024 Q4	$22.2K	Hold	215	–	–	0.02%	139
2024 Q3	$24K	Hold	215	–	–	0.02%	136
2024 Q2	$19.2K	Buy	215 +1	+0.5%	+$86	0.01%	138
2024 Q1	$18.4K	Hold	214	–	–	0.01%	137
2023 Q4	$17.7K	Buy	214 +165	+337%	+$13.3K	0.01%	140
2023 Q3	$3.75K	Hold	49	–	–	﹤0.01%	187
2023 Q2	$3.4K	Buy	49 +1	+2%	+$67	﹤0.01%	195
2023 Q1	$3.12K	Hold	48	–	–	﹤0.01%	202
2022 Q4	$3.46K	Hold	48	–	–	﹤0.01%	208
2022 Q3	$3K	Buy	48 +1	+2%	+$59	﹤0.01%	200
2022 Q2	$3K	Sell	47 -101	-68%	-$5.96K	﹤0.01%	190
2022 Q1	$10K	Buy	148 +101	+215%	+$6.32K	0.01%	171
2021 Q4	$3K	Buy	+47	New	+$2.63K	﹤0.01%	195

Other funds holding AFL

JPH

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AFL Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Aflac (AFL) in Q2 2025, closing a stake of 215 shares — an estimated $23.9K sold.

Guardian Wealth Management (Illinois) first reported a position in AFL in Q4 2021 and held it in 14 quarters. The position peaked at $24K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 215 Aflac shares in Q2 2025, an estimated $23.9K.
Guardian Wealth Management (Illinois) first reported a position in Aflac in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Aflac position peaked at $24K in Q3 2024.
1,614 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.