OPS
AFL icon

Orion Portfolio Solutions’s Aflac AFL Stock Holding History

Orion Portfolio 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
Q1 		$5.92M Sell
53,237
-13,237
-20% -$1.4M 0.06% 304
2024
Q4 		$6.88M Sell
66,474
-2,902
-4% -$316K 0.07% 266
2024
Q3 		$7.76M Sell
69,376
-4,185
-6% -$425K 0.08% 247
2024
Q2 		$6.57M Sell
73,561
-2,730
-4% -$235K 0.07% 257
2024
Q1 		$6.55M Sell
76,291
-715
-0.9% -$58.6K 0.07% 268
2023
Q4 		$6.38M Sell
77,006
-8,172
-10% -$659K 0.07% 258
2023
Q3 		$6.54M Sell
85,178
-2,997
-3% -$222K 0.08% 240
2023
Q2 		$6.15M Buy
88,175
+2,571
+3% +$172K 0.07% 282
2023
Q1 		$5.52M Buy
85,604
+48,946
+134% +$3.35M 0.07% 255
2022
Q4 		$2.64M Buy
36,658
+2,389
+7% +$160K 0.09% 151
2022
Q3 		$1.93M Buy
34,269
+2,937
+9% +$173K 0.08% 169
2022
Q2 		$1.73M Buy
31,332
+545
+2% +$32.2K 0.07% 175
2022
Q1 		$1.98M Sell
30,787
-128
-0.4% -$8.01K 0.07% 174
2021
Q4 		$1.8M Buy
30,915
+616
+2% +$34.5K 0.06% 186
2021
Q3 		$1.58M Buy
30,299
+433
+1% +$23.7K 0.06% 190
2021
Q2 		$1.6M Buy
29,866
+979
+3% +$53.4K 0.06% 168
2021
Q1 		$1.48M Buy
28,887
+1,057
+4% +$50.7K 0.06% 160
2020
Q4 		$1.24M Buy
27,830
+361
+1% +$14.8K 0.06% 181
2020
Q3 		$998K Buy
27,469
+1,785
+7% +$65K 0.05% 185
2020
Q2 		$925K Buy
25,684
+3,868
+18% +$140K 0.05% 170
2020
Q1 		$747K Buy
21,816
+16,661
+323% +$761K 0.05% 158
2019
Q4 		$273K Buy
+5,155
New +$274K 0.02% 277

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's AFL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Aflac (AFL) stake by 20% in Q1 2025, selling an estimated $1.4M and leaving 53,237 shares worth $5.92M. The position accounts for 0.06% of the portfolio, ranked #304.

Orion Portfolio Solutions first reported a position in AFL in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.76M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Orion Portfolio Solutions held 53,237 shares of Aflac worth $5.92M as of Q1 2025.
  • Orion Portfolio Solutions sold 13,237 Aflac shares in Q1 2025, an estimated $1.4M.
  • Aflac made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #304 holding.
  • Orion Portfolio Solutions first reported a position in Aflac in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Aflac position peaked at $7.76M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.