One Wealth Advisors’s Aflac AFL Stock Holding History

One 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 Q2	–	Sell	-2,142	Closed	-$238K	–	285
2025 Q1	$238K	Sell	2,142 -1,819	-46%	-$193K	0.04%	249
2024 Q4	$410K	Sell	3,961 -35	-0.9%	-$3.82K	0.06%	149
2024 Q3	$447K	Sell	3,996 -14	-0.3%	-$1.42K	0.07%	146
2024 Q2	$406K	Sell	4,010 -142	-3%	-$12.2K	0.09%	127
2024 Q1	$356K	Buy	+4,152	New	+$340K	0.06%	164
2023 Q1	–	Sell	-673	Closed	-$48.4K	–	209
2022 Q4	$48.4K	Buy	+673	New	+$45.1K	0.01%	418
2019 Q2	–	Sell	-3,933	Closed	-$197K	–	128
2019 Q1	$197K	Sell	3,933 -4,238	-52%	-$204K	0.16%	112
2018 Q4	$372K	Buy	8,171 +311	+4%	+$13.8K	0.37%	41
2018 Q3	$370K	Sell	7,860 -213	-3%	-$9.75K	0.28%	64
2018 Q2	$347K	Buy	+8,073	New	+$363K	0.28%	68

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