Optimum Investment Advisors’s Aflac AFL Stock Holding History

Optimum Investment 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 Q3	$380K	Hold	3,400	–	–	0.15%	126
2025 Q2	$359K	Hold	3,400	–	–	0.16%	123
2025 Q1	$378K	Hold	3,400	–	–	0.18%	116
2024 Q4	$352K	Hold	3,400	–	–	0.16%	124
2024 Q3	$380K	Hold	3,400	–	–	0.16%	125
2024 Q2	$304K	Hold	3,400	–	–	0.14%	147
2024 Q1	$292K	Sell	3,400 -3,200	-48%	-$262K	0.13%	153
2023 Q4	$545K	Sell	6,600 -2,450	-27%	-$197K	0.27%	83
2023 Q3	$695K	Hold	9,050	–	–	0.36%	67
2023 Q2	$632K	Hold	9,050	–	–	0.31%	78
2023 Q1	$584K	Hold	9,050	–	–	0.31%	81
2022 Q4	$651K	Hold	9,050	–	–	0.35%	66
2022 Q3	$509K	Hold	9,050	–	–	0.27%	86
2022 Q2	$501K	Hold	9,050	–	–	0.25%	91
2022 Q1	$583K	Hold	9,050	–	–	0.25%	93
2021 Q4	$528K	Hold	9,050	–	–	0.21%	111
2021 Q3	$472K	Hold	9,050	–	–	0.2%	114
2021 Q2	$486K	Sell	9,050 -850	-9%	-$46.3K	0.15%	153
2021 Q1	$507K	Buy	9,900 +2,200	+29%	+$106K	0.15%	144
2020 Q4	$342K	Sell	7,700 -200	-3%	-$8.19K	0.1%	177
2020 Q3	$287K	Hold	7,900	–	–	0.1%	187
2020 Q2	$285K	Sell	7,900 -300	-4%	-$10.8K	0.1%	189
2020 Q1	$281K	Hold	8,200	–	–	0.12%	176
2019 Q4	$434K	Buy	8,200 +3,750	+84%	+$199K	0.13%	177
2019 Q3	$233K	Sell	4,450 -200	-4%	-$10.6K	0.07%	243
2019 Q2	$255K	Sell	4,650 -30	-0.6%	-$1.55K	0.08%	234
2019 Q1	$234K	Hold	4,680	–	–	0.08%	252
2018 Q4	$213K	Hold	4,680	–	–	0.07%	243
2018 Q3	$220K	Hold	4,680	–	–	0.06%	291
2018 Q2	$201K	Hold	4,680	–	–	0.06%	298
2018 Q1	$205K	Sell	4,680 -1,800	-28%	-$79.7K	0.06%	282
2017 Q4	$284K	Sell	6,480 -360	-5%	-$15.4K	0.09%	246
2017 Q3	$278K	Sell	6,840 -220	-3%	-$8.86K	0.09%	241
2017 Q2	$274K	Hold	7,060	–	–	0.09%	235
2017 Q1	$256K	Hold	7,060	–	–	0.09%	239
2016 Q4	$246K	Sell	7,060 -986	-12%	-$34.7K	0.09%	237
2016 Q3	$289K	Buy	8,046 +1,200	+18%	+$43.7K	0.11%	221
2016 Q2	$247K	Sell	6,846 -200	-3%	-$6.83K	0.1%	231
2016 Q1	$222K	Buy	+7,046	New	+$209K	0.09%	238
2015 Q1	$171K	Buy	5,350 +1,000	+23%	+$30.5K	0.05%	310
2014 Q4	$132K	Hold	4,350	–	–	0.04%	326
2014 Q3	$127K	Hold	4,350	–	–	0.04%	319
2014 Q2	$136K	Buy	4,350 +700	+19%	+$21.8K	0.04%	307
2014 Q1	$115K	Hold	3,650	–	–	0.04%	284
2013 Q4	$122K	Sell	3,650 -800	-18%	-$26.2K	0.05%	274
2013 Q3	$138K	Buy	+4,450	New	+$134K	0.06%	247

Other funds holding AFL

JPH

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 $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

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

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

Optimum Investment Advisors's AFL Position: Q3 2025 in Review

Optimum Investment Advisors held its Aflac (AFL) position steady in Q3 2025 at 3,400 shares worth $380K. The position accounts for 0.15% of the portfolio, ranked #126.

Optimum Investment Advisors first reported a position in AFL in Q3 2013 and has held it in 46 quarters since. The position peaked at $695K in Q3 2023. 1,622 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

Optimum Investment Advisors held 3,400 shares of Aflac worth $380K as of Q3 2025.
Optimum Investment Advisors left its Aflac share count unchanged in Q3 2025.
Aflac made up 0.15% of Optimum Investment Advisors's portfolio in Q3 2025, its #126 holding.
Optimum Investment Advisors first reported a position in Aflac in Q3 2013 and has held it in 46 quarters since.
Optimum Investment Advisors's Aflac position peaked at $695K in Q3 2023.
1,622 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.