Octavia Wealth Advisors’s Aflac AFL Stock Holding History

Octavia Wealth 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 Q4	–	Sell	-2,643	Closed	-$295K	–	250
2025 Q3	$295K	Buy	+2,643	New	+$278K	0.03%	195

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

Octavia Wealth Advisors's AFL Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 2,643 shares — an estimated $295K sold.

Octavia Wealth Advisors first reported a position in AFL in Q3 2025 and held it in 1 quarter. The position peaked at $295K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

Octavia Wealth Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 2,643 Aflac shares in Q4 2025, an estimated $295K.
Octavia Wealth Advisors first reported a position in Aflac in Q3 2025 and held it in 1 quarter.
Octavia Wealth Advisors's Aflac position peaked at $295K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.