Heritage Financial Services’s Aflac AFL Stock Holding History

Heritage Financial Services’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 Q4	$268K	Buy	2,428 +14	+0.6%	+$1.54K	0.02%	104
2025 Q3	$270K	Hold	2,414	–	–	0.02%	111
2025 Q2	$255K	Hold	2,414	–	–	0.02%	103
2025 Q1	$268K	Hold	2,414	–	–	0.03%	96
2024 Q4	$250K	Hold	2,414	–	–	0.03%	100
2024 Q3	$270K	Hold	2,414	–	–	0.04%	87
2024 Q2	$216K	Sell	2,414 -151	-6%	-$13K	0.03%	98
2024 Q1	$220K	Buy	+2,565	New	+$210K	0.03%	96
2022 Q3	–	Sell	-2,189	Closed	-$121K	–	72
2022 Q2	$121K	Buy	+2,189	New	+$129K	0.07%	100

Other funds holding AFL

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

JPH

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

BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Financial Services's AFL Position: Q4 2025 in Review

Heritage Financial Services increased its Aflac (AFL) stake by 0.58% in Q4 2025, buying an estimated $1.54K and bringing the position to 2,428 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #104.

Heritage Financial Services first reported a position in AFL in Q2 2022 and has held it in 9 quarters since. The position peaked at $270K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

Heritage Financial Services held 2,428 shares of Aflac worth $268K as of Q4 2025.
Heritage Financial Services bought 14 Aflac shares in Q4 2025, an estimated $1.54K.
Aflac made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #104 holding.
Heritage Financial Services first reported a position in Aflac in Q2 2022 and has held it in 9 quarters since.
Heritage Financial Services's Aflac position peaked at $270K in Q3 2024.
1,678 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.