Hirtle Callaghan & Co’s Aflac AFL Stock Holding History

Hirtle Callaghan & Co’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	-2,669	Closed	-$276K	–	109
2024 Q4	$276K	Buy	+2,669	New	+$291K	0.01%	104
2013 Q4	–	Sell	-600	Closed	-$19K	–	617
2013 Q3	$19K	Buy	+600	New	+$18.1K	﹤0.01%	437

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

Hirtle Callaghan & Co's AFL Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,669 shares — an estimated $276K sold.

Hirtle Callaghan & Co first reported a position in AFL in Q3 2013 and held it in 2 quarters. The position peaked at $276K in Q4 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

Hirtle Callaghan & Co reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
Hirtle Callaghan & Co sold 2,669 Aflac shares in Q1 2025, an estimated $276K.
Hirtle Callaghan & Co first reported a position in Aflac in Q3 2013 and held it in 2 quarters.
Hirtle Callaghan & Co's Aflac position peaked at $276K in Q4 2024.
1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.