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Heritage Wealth Advisors’s Aflac AFL Stock Holding History

Heritage Wealth 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
-295
Closed -$30.5K – 578
2024
Q4 		$30.5K Sell
295
-329
-53% -$35.9K ﹤0.01% 354
2024
Q3 		$69.7K Buy
624
+41
+7% +$4.17K ﹤0.01% 299
2024
Q2 		$52K Hold
583
– – ﹤0.01% 303
2024
Q1 		$50K Sell
583
-60
-9% -$4.92K ﹤0.01% 325
2023
Q4 		$53K Hold
643
– – ﹤0.01% 330
2023
Q3 		$49.3K Sell
643
-98
-13% -$7.28K ﹤0.01% 303
2023
Q2 		$51.7K Sell
741
-40
-5% -$2.68K ﹤0.01% 321
2023
Q1 		$50.4K Sell
781
-12
-2% -$821 ﹤0.01% 322
2022
Q4 		$57.1K Buy
+793
New +$53.1K ﹤0.01% 310
2021
Q3 		– Sell
-17
Closed -$912 – 533
2021
Q2 		$912 Sell
17
-3,504
-100% -$191K ﹤0.01% 535
2021
Q1 		$180K Sell
3,521
-59
-2% -$2.83K 0.01% 214
2020
Q4 		$159K Buy
+3,580
New +$147K 0.01% 214
2020
Q1 		– Sell
-74
Closed -$3.92K – 445
2019
Q4 		$3.92K Buy
+74
New +$3.93K ﹤0.01% 460

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 $3.38T AUM 44.17% 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

Heritage Wealth Advisors's AFL Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Aflac (AFL) in Q1 2025, closing a stake of 295 shares — an estimated $30.5K sold.

Heritage Wealth Advisors first reported a position in AFL in Q4 2019 and held it in 13 quarters. The position peaked at $180K in Q1 2021. 1,629 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 295 Aflac shares in Q1 2025, an estimated $30.5K.
  • Heritage Wealth Advisors first reported a position in Aflac in Q4 2019 and held it in 13 quarters.
  • Heritage Wealth Advisors's Aflac position peaked at $180K in Q1 2021.
  • 1,629 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.