HeadInvest LLC’s Aflac AFL Stock Holding History

HeadInvest LLC’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 Q1	–	Sell	-2,146	Closed	-$222K	–	236
2024 Q4	$222K	Hold	2,146	–	–	0.04%	215
2024 Q3	$240K	Buy	+2,146	New	+$218K	0.04%	215
2023 Q4	–	Sell	-2,146	Closed	-$164K	–	240
2023 Q3	$164K	Buy	+2,146	New	+$159K	0.04%	236

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 $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HeadInvest LLC's AFL Position: Q1 2025 in Review

HeadInvest LLC sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,146 shares — an estimated $222K sold.

HeadInvest LLC first reported a position in AFL in Q3 2023 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

HeadInvest LLC reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
HeadInvest LLC sold 2,146 Aflac shares in Q1 2025, an estimated $222K.
HeadInvest LLC first reported a position in Aflac in Q3 2023 and held it in 3 quarters.
HeadInvest LLC's Aflac position peaked at $240K in Q3 2024.
1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on HeadInvest LLC's 13F filing for Q1 2025, filed 15 May 2025.