McClarren Financial Advisors’s Aflac AFL Stock Holding History

McClarren Financial 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	–	Sell	-74	Closed	-$8K	–	83
2025 Q1	$8K	Buy	+74	New	+$7.85K	0.01%	214
2024 Q4	–	Sell	-73	Closed	-$8	–	201
2024 Q3	$8	Sell	73 -16	-18%	-$1.63K	﹤0.01%	193
2024 Q2	$6K	Sell	89 -87	-49%	-$7.48K	﹤0.01%	259
2024 Q1	$16K	Buy	176 +1	+0.6%	+$82	0.01%	222
2023 Q4	$14K	Buy	175 +2	+1%	+$161	0.01%	251
2023 Q3	$13K	Buy	173 +1	+0.6%	+$74	0.01%	243
2023 Q2	$12K	Buy	172 +1	+0.6%	+$67	0.01%	246
2023 Q1	$11K	Buy	171 +1	+0.6%	+$68	0.01%	237
2022 Q4	$12K	Buy	170 +1	+0.6%	+$67	0.01%	240
2022 Q3	$9K	Buy	+169	New	+$9.95K	0.01%	235
2022 Q2	–	Sell	-332	Closed	-$21K	–	41
2022 Q1	$21K	Buy	332 +2	+0.6%	+$125	0.02%	171
2021 Q4	$20K	Buy	330 +3	+0.9%	+$168	0.01%	190
2021 Q3	$17K	Buy	327 +1	+0.3%	+$55	0.01%	176
2021 Q2	$17K	Buy	326 +2	+0.6%	+$109	0.01%	191
2021 Q1	$17K	Buy	324 +3	+0.9%	+$144	0.02%	166
2020 Q4	$14K	Buy	+321	New	+$13.1K	0.01%	151

Other funds holding AFL

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return