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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Iron Horse Wealth Management's AFL Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Aflac (AFL) stake by 23% in Q2 2025, buying an estimated $42.1K and bringing the position to 2,144 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #53.

Iron Horse Wealth Management first reported a position in AFL in Q1 2022 and has held it in 13 quarters since. The position peaked at $270K in Q2 2024. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Iron Horse Wealth Management held 2,144 shares of Aflac worth $226K as of Q2 2025.
Iron Horse Wealth Management bought 401 Aflac shares in Q2 2025, an estimated $42.1K.
Aflac made up 0.07% of Iron Horse Wealth Management's portfolio in Q2 2025, its #53 holding.
Iron Horse Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 13 quarters since.
Iron Horse Wealth Management's Aflac position peaked at $270K in Q2 2024.
1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.