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Pacific Capital Wealth Advisors’s Aflac AFL Stock Holding History

Pacific Capital 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
Q1 		– Sell
-60
Closed -$6.21K – 93
2024
Q4 		$6.21K Hold
60
– – ﹤0.01% 305
2024
Q3 		$6.71K Hold
60
– – ﹤0.01% 332
2024
Q2 		$5.36K Hold
60
– – ﹤0.01% 378
2024
Q1 		$5.15K Hold
60
– – ﹤0.01% 307
2023
Q4 		$4.95K Buy
+60
New +$4.83K ﹤0.01% 249

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pacific Capital Wealth Advisors's AFL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Aflac (AFL) in Q1 2025, closing a stake of 60 shares — an estimated $6.21K sold.

Pacific Capital Wealth Advisors first reported a position in AFL in Q4 2023 and held it in 5 quarters. The position peaked at $6.71K in Q3 2024. 1,629 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 60 Aflac shares in Q1 2025, an estimated $6.21K.
  • Pacific Capital Wealth Advisors first reported a position in Aflac in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Aflac position peaked at $6.71K in Q3 2024.
  • 1,629 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.