Iron Horse Wealth Management’s Aflac AFL Stock Holding History

Iron Horse Wealth Management’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 Q2	$226K	Buy	2,144 +401	+23%	+$42.1K	0.07%	53
2025 Q1	$194K	Sell	1,743 -545	-24%	-$57.8K	0.06%	53
2024 Q4	$237K	Buy	2,288 +110	+5%	+$12K	0.08%	47
2024 Q3	$244K	Sell	2,178 -842	-28%	-$85.6K	0.08%	42
2024 Q2	$270K	Hold	3,020	–	–	0.1%	36
2024 Q1	$259K	Buy	3,020 +110	+4%	+$9.02K	0.1%	36
2023 Q4	$240K	Hold	2,910	–	–	0.11%	36
2023 Q3	$223K	Buy	2,910 +25	+0.9%	+$1.86K	0.11%	36
2023 Q2	$201K	Buy	2,885 +2,856	+9,848%	+$191K	0.1%	35
2023 Q1	$1.87K	Sell	29 -46	-61%	-$3.15K	﹤0.01%	274
2022 Q4	$5K	Buy	+75	New	+$5.02K	﹤0.01%	150
2022 Q3	–	Sell	-75	Closed	-$4K	–	136
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	152
2022 Q1	$5K	Buy	+75	New	+$4.7K	﹤0.01%	155

Other funds holding AFL

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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return