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Heritage Wealth Partners’s Aflac AFL Stock Holding History

Heritage Wealth Partners’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 		$211K Sell
1,902
-127
-6% -$13.5K 0.32% 61
2024
Q4 		$210K Buy
2,029
+9
+0.4% +$981 0.26% 65
2024
Q3 		$226K Buy
+2,020
New +$205K 0.27% 62

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

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

Heritage Wealth Partners reduced its Aflac (AFL) stake by 6.3% in Q1 2025, selling an estimated $13.5K and leaving 1,902 shares worth $211K. The position accounts for 0.32% of the portfolio, ranked #61.

Heritage Wealth Partners first reported a position in AFL in Q3 2024 and has held it in 3 quarters since. The position peaked at $226K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Heritage Wealth Partners held 1,902 shares of Aflac worth $211K as of Q1 2025.
  • Heritage Wealth Partners sold 127 Aflac shares in Q1 2025, an estimated $13.5K.
  • Aflac made up 0.32% of Heritage Wealth Partners's portfolio in Q1 2025, its #61 holding.
  • Heritage Wealth Partners first reported a position in Aflac in Q3 2024 and has held it in 3 quarters since.
  • Heritage Wealth Partners's Aflac position peaked at $226K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.