O'Brien Wealth Partners’s Aflac AFL Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-9	Closed	-$1K	–	111
2025 Q3	$1K	Sell	9 -1	-10%	-$105	﹤0.01%	97
2025 Q2	$1.05K	Buy	+10	New	+$1.05K	﹤0.01%	85

Other funds holding AFL

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 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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

O'Brien Wealth Partners's AFL Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Aflac (AFL) in Q4 2025, closing a stake of 9 shares — an estimated $1K sold.

O'Brien Wealth Partners first reported a position in AFL in Q2 2025 and held it in 2 quarters. The position peaked at $1.05K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

O'Brien Wealth Partners reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
O'Brien Wealth Partners sold 9 Aflac shares in Q4 2025, an estimated $1K.
O'Brien Wealth Partners first reported a position in Aflac in Q2 2025 and held it in 2 quarters.
O'Brien Wealth Partners's Aflac position peaked at $1.05K in Q2 2025.
1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.