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Next Financial Group’s Aflac AFL Stock Holding History

Next Financial 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
2021
Q4 		$182K Buy
3,125
+56
+2% +$3.14K 0.01% 936
2021
Q3 		$160K Buy
3,069
+868
+39% +$47.5K 0.01% 935
2021
Q2 		$118K Buy
2,201
+15
+0.7% +$818 0.01% 1037
2021
Q1 		$112K Sell
2,186
-14
-0.6% -$672 0.01% 982
2020
Q4 		$98K Hold
2,200
– – 0.01% 967
2020
Q3 		$80K Buy
+2,200
New +$80.1K 0.01% 944
2020
Q2 		– Sell
-2,666
Closed -$91K – 615
2020
Q1 		$91K Sell
2,666
-4,258
-61% -$195K 0.01% 781
2019
Q4 		$367K Buy
6,924
+4,885
+240% +$259K 0.04% 451
2019
Q3 		$106K Buy
2,039
+97
+5% +$5.12K 0.01% 885
2019
Q2 		$106K Buy
1,942
+1,416
+269% +$73K 0.01% 892
2019
Q1 		$26K Sell
526
-3,016
-85% -$145K 0.01% 894
2018
Q4 		$161K Buy
3,542
+2,541
+254% +$113K 0.03% 445
2018
Q3 		$47K Buy
+1,001
New +$45.8K 0.02% 561
2017
Q4 		– Sell
-4,420
Closed -$186K – 299
2017
Q3 		$186K Buy
4,420
+478
+12% +$19.2K 0.05% 335
2017
Q2 		$153K Hold
3,942
– – 0.04% 427
2017
Q1 		$148K Sell
3,942
-9,192
-70% -$326K 0.04% 385
2016
Q4 		$457K Sell
13,134
-822
-6% -$28.9K 0.08% 273
2016
Q3 		$501K Buy
13,956
+8,694
+165% +$316K 0.09% 242
2016
Q2 		$189K Sell
5,262
-200
-4% -$6.83K 0.06% 313
2016
Q1 		$172K Hold
5,462
– – 0.06% 309
2015
Q4 		$163K Buy
5,462
+162
+3% +$5.04K 0.06% 319
2015
Q3 		$154K Sell
5,300
-230
-4% -$6.96K 0.06% 337
2015
Q2 		$171K Sell
5,530
-7,724
-58% -$244K 0.06% 338
2015
Q1 		$424K Sell
13,254
-250
-2% -$7.63K 0.14% 168
2014
Q4 		$412K Sell
13,504
-7,622
-36% -$225K 0.14% 164
2014
Q3 		$615K Sell
21,126
-6,144
-23% -$187K 0.12% 182
2014
Q2 		$807K Buy
+27,270
New +$851K 0.42% 52

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's AFL Position: Q4 2021 in Review

Next Financial Group increased its Aflac (AFL) stake by 1.8% in Q4 2021, buying an estimated $3.14K and bringing the position to 3,125 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #936.

Next Financial Group first reported a position in AFL in Q2 2014 and has held it in 27 quarters since. The position peaked at $807K in Q2 2014. 1,147 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

  • Next Financial Group held 3,125 shares of Aflac worth $182K as of Q4 2021.
  • Next Financial Group bought 56 Aflac shares in Q4 2021, an estimated $3.14K.
  • Aflac made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #936 holding.
  • Next Financial Group first reported a position in Aflac in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Aflac position peaked at $807K in Q2 2014.
  • 1,147 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.