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Osterweis Capital Management’s Aflac AFL Stock Holding History

Osterweis Capital Management’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
-5
Closed -$556 – 285
2025
Q1 		$556 Buy
+5
New +$530 ﹤0.01% 285
2023
Q1 		– Sell
-1,630
Closed -$117K – 211
2022
Q4 		$117K Hold
1,630
– – 0.01% 149
2022
Q3 		$92K Buy
+1,630
New +$95.9K 0.01% 147
2013
Q3 		– Sell
-320
Closed -$9K – 82
2013
Q2 		$9K Buy
+320
New +$8.68K ﹤0.01% 132

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 $3.37T AUM 44.26% 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

Osterweis Capital Management's AFL Position: Q2 2025 in Review

Osterweis Capital Management sold out of Aflac (AFL) in Q2 2025, closing a stake of 5 shares — an estimated $556 sold.

Osterweis Capital Management first reported a position in AFL in Q2 2013 and held it in 4 quarters. The position peaked at $117K in Q4 2022. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Osterweis Capital Management reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 5 Aflac shares in Q2 2025, an estimated $556.
  • Osterweis Capital Management first reported a position in Aflac in Q2 2013 and held it in 4 quarters.
  • Osterweis Capital Management's Aflac position peaked at $117K in Q4 2022.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.