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Heck Capital Advisors’s Aflac AFL Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-10
Closed -$1.03K – 249
2024
Q4 		$1.03K Buy
+10
New +$1.09K ﹤0.01% 704
2018
Q2 		– Sell
-3,403
Closed -$149K – 99
2018
Q1 		$149K Buy
3,403
+1
+0% +$44 0.07% 68
2017
Q4 		$149K Buy
3,402
+18
+0.5% +$768 0.07% 68
2017
Q3 		$138K Buy
3,384
+80
+2% +$3.22K 0.07% 70
2017
Q2 		$128K Sell
3,304
-246
-7% -$9.24K 0.07% 63
2017
Q1 		$129K Sell
3,550
-164
-4% -$5.81K 0.08% 57
2016
Q4 		$129K Buy
+3,714
New +$131K 0.09% 53

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Heck Capital Advisors's AFL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Aflac (AFL) in Q1 2025, closing a stake of 10 shares — an estimated $1.03K sold.

Heck Capital Advisors first reported a position in AFL in Q4 2016 and held it in 7 quarters. The position peaked at $149K in Q4 2017. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Heck Capital Advisors reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 10 Aflac shares in Q1 2025, an estimated $1.03K.
  • Heck Capital Advisors first reported a position in Aflac in Q4 2016 and held it in 7 quarters.
  • Heck Capital Advisors's Aflac position peaked at $149K in Q4 2017.
  • 1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.