Lokken Investment Group’s Aflac AFL Stock Holding History

Lokken Investment Group’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 Q3	$315K	Sell	2,816 -11	-0.4%	-$1.16K	0.11%	114
2025 Q2	$298K	Sell	2,827 -7	-0.2%	-$736	0.11%	106
2025 Q1	$315K	Sell	2,834 -421	-13%	-$44.7K	0.13%	98
2024 Q4	$337K	Buy	3,255 +1	+0%	+$109	0.15%	97
2024 Q3	$364K	Buy	3,254 +12	+0.4%	+$1.22K	0.15%	101
2024 Q2	$290K	Buy	3,242 +1	+0%	+$86	0.14%	111
2024 Q1	$278K	Buy	3,241 +1	+0%	+$82	0.14%	110
2023 Q4	$267K	Buy	3,240 +1	+0%	+$81	0.15%	103
2023 Q3	$249K	Buy	3,239 +1	+0%	+$74	0.16%	108
2023 Q2	$226K	Buy	3,238 +68	+2%	+$4.55K	0.15%	114
2023 Q1	$205K	Sell	3,170 -43	-1%	-$2.94K	0.16%	116
2022 Q4	$231K	Buy	+3,213	New	+$215K	0.18%	103

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lokken Investment Group's AFL Position: Q3 2025 in Review

Lokken Investment Group reduced its Aflac (AFL) stake by 0.39% in Q3 2025, selling an estimated $1.16K and leaving 2,816 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #114.

Lokken Investment Group first reported a position in AFL in Q4 2022 and has held it in 12 quarters since. The position peaked at $364K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

Lokken Investment Group held 2,816 shares of Aflac worth $315K as of Q3 2025.
Lokken Investment Group sold 11 Aflac shares in Q3 2025, an estimated $1.16K.
Aflac made up 0.11% of Lokken Investment Group's portfolio in Q3 2025, its #114 holding.
Lokken Investment Group first reported a position in Aflac in Q4 2022 and has held it in 12 quarters since.
Lokken Investment Group's Aflac position peaked at $364K in Q3 2024.
1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.