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Obsidian Personal Planning Solutions’s Aflac AFL Stock Holding History

Obsidian Personal Planning 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
Q3 		$262K Sell
2,440
-412
-14% -$43.3K 0.09% 91
2025
Q2 		$301K Buy
2,852
+2
+0.1% +$210 0.12% 77
2025
Q1 		$310K Buy
2,850
+2
+0.1% +$212 0.14% 68
2024
Q4 		$306K Buy
2,848
+2
+0.1% +$218 0.15% 64
2024
Q3 		$298K Buy
2,846
+2
+0.1% +$203 0.16% 62
2024
Q2 		$254K Buy
2,844
+227
+9% +$19.5K 0.16% 70
2024
Q1 		$219K Buy
+2,617
New +$215K 0.14% 88

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Obsidian Personal Planning Solutions's AFL Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Aflac (AFL) stake by 14% in Q3 2025, selling an estimated $43.3K and leaving 2,440 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #91.

Obsidian Personal Planning Solutions first reported a position in AFL in Q1 2024 and has held it in 7 quarters since. The position peaked at $310K in Q1 2025. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,440 shares of Aflac worth $262K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 412 Aflac shares in Q3 2025, an estimated $43.3K.
  • Aflac made up 0.09% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #91 holding.
  • Obsidian Personal Planning Solutions first reported a position in Aflac in Q1 2024 and has held it in 7 quarters since.
  • Obsidian Personal Planning Solutions's Aflac position peaked at $310K in Q1 2025.
  • 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.