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J.W. Coons Advisors’s Aflac AFL Stock Holding History

J.W. Coons 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
Q2 		$596K Sell
5,654
-247
-4% -$26K 0.13% 140
2025
Q1 		$656K Sell
5,901
-431
-7% -$45.7K 0.17% 123
2024
Q4 		$655K Sell
6,332
-305
-5% -$33.3K 0.17% 122
2024
Q3 		$742K Buy
6,637
+536
+9% +$54.5K 0.19% 117
2024
Q2 		$545K Sell
6,101
-910
-13% -$78.2K 0.13% 134
2024
Q1 		$602K Sell
7,011
-7,825
-53% -$641K 0.14% 134
2023
Q4 		$1.22M Buy
14,836
+440
+3% +$35.5K 0.33% 73
2023
Q3 		$1.1M Sell
14,396
-675
-4% -$50.1K 0.32% 79
2023
Q2 		$1.05M Sell
15,071
-210
-1% -$14.1K 0.29% 82
2023
Q1 		$986K Buy
15,281
+274
+2% +$18.8K 0.28% 83
2022
Q4 		$1.08M Buy
15,007
+1,406
+10% +$94.1K 0.32% 77
2022
Q3 		$764K Buy
13,601
+1,475
+12% +$86.8K 0.29% 95
2022
Q2 		$670K Sell
12,126
-1,664
-12% -$98.2K 0.24% 113
2022
Q1 		$889K Buy
+13,790
New +$863K 0.26% 99
2020
Q3 		– Sell
-6,319
Closed -$227K – 196
2020
Q2 		$227K Sell
6,319
-10,262
-62% -$371K 0.1% 175
2020
Q1 		$569K Buy
+16,581
New +$758K 0.3% 96

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J.W. Coons Advisors's AFL Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Aflac (AFL) stake by 4.2% in Q2 2025, selling an estimated $26K and leaving 5,654 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #140.

J.W. Coons Advisors first reported a position in AFL in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2023. 1,612 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • J.W. Coons Advisors held 5,654 shares of Aflac worth $596K as of Q2 2025.
  • J.W. Coons Advisors sold 247 Aflac shares in Q2 2025, an estimated $26K.
  • Aflac made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #140 holding.
  • J.W. Coons Advisors first reported a position in Aflac in Q1 2020 and has held it in 16 quarters since.
  • J.W. Coons Advisors's Aflac position peaked at $1.22M in Q4 2023.
  • 1,612 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.