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Legacy Investment Solutions’s Aflac AFL Stock Holding History

Legacy Investment Solutions’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 		$2.43K Buy
+23
New +$2.42K ﹤0.01% 482
2024
Q4 		$3.31K Buy
32
+9
+39% +$981 ﹤0.01% 436
2024
Q3 		$2.54K Buy
+23
New +$2.34K ﹤0.01% 461

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

Legacy Investment Solutions's AFL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Aflac (AFL) in Q2 2025: 23 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AFL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AFL in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.31K in Q4 2024. 1,612 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Legacy Investment Solutions held 23 shares of Aflac worth $2.43K as of Q2 2025.
  • Aflac was a new Legacy Investment Solutions position in Q2 2025.
  • Aflac made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #482 holding.
  • Legacy Investment Solutions first reported a position in Aflac in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Aflac position peaked at $3.31K in Q4 2024.
  • 1,612 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

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