Legacy Bridge’s Aflac AFL Stock Holding History

Legacy Bridge’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	-2	Closed	-$174	–	306
2025 Q1	$174	Buy	+2	New	+$212	﹤0.01%	288
2020 Q2	–	Sell	-674	Closed	-$23K	–	286
2020 Q1	$23K	Hold	674	–	–	0.03%	195
2019 Q4	$36K	Sell	674 -2,966	-81%	-$157K	0.03%	194
2019 Q3	$190K	Sell	3,640 -674	-16%	-$35.6K	0.18%	133
2019 Q2	$236K	Hold	4,314	–	–	0.23%	120
2019 Q1	$216K	Hold	4,314	–	–	0.22%	123
2018 Q4	$197K	Buy	+4,314	New	+$192K	0.24%	117

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

Legacy Bridge's AFL Position: Q2 2025 in Review

Legacy Bridge sold out of Aflac (AFL) in Q2 2025, closing a stake of 2 shares — an estimated $174 sold.

Legacy Bridge first reported a position in AFL in Q4 2018 and held it in 7 quarters. The position peaked at $236K in Q2 2019. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Legacy Bridge reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
Legacy Bridge sold 2 Aflac shares in Q2 2025, an estimated $174.
Legacy Bridge first reported a position in Aflac in Q4 2018 and held it in 7 quarters.
Legacy Bridge's Aflac position peaked at $236K in Q2 2019.
1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Legacy Bridge's 13F filing for Q2 2025, filed 6 Aug 2025.