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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

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Wealth Advisors's AFL Position: Q2 2025 in Review

One Wealth Advisors sold out of Aflac (AFL) in Q2 2025, closing a stake of 2,142 shares — an estimated $238K sold.

One Wealth Advisors first reported a position in AFL in Q2 2018 and held it in 10 quarters. The position peaked at $447K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • One Wealth Advisors reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • One Wealth Advisors sold 2,142 Aflac shares in Q2 2025, an estimated $238K.
  • One Wealth Advisors first reported a position in Aflac in Q2 2018 and held it in 10 quarters.
  • One Wealth Advisors's Aflac position peaked at $447K in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.