Lake Street Private Wealth’s Aflac AFL Stock Holding History

Lake Street Private Wealth’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	–	Sell	-1,895	Closed	-$211K	–	257
2025 Q1	$211K	Buy	+1,895	New	+$201K	0.03%	232

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's AFL Position: Q2 2025 in Review

Lake Street Private Wealth sold out of Aflac (AFL) in Q2 2025, closing a stake of 1,895 shares — an estimated $211K sold.

Lake Street Private Wealth first reported a position in AFL in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 1,614 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Lake Street Private Wealth reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
Lake Street Private Wealth sold 1,895 Aflac shares in Q2 2025, an estimated $211K.
Lake Street Private Wealth first reported a position in Aflac in Q1 2025 and held it in 1 quarter.
Lake Street Private Wealth's Aflac position peaked at $211K in Q1 2025.
1,614 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.