PWMA
AFL icon

Pension & Wealth Management Advisors’s Aflac AFL Stock Holding History

Pension & Wealth Management 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
Q4 		– Sell
-159
Closed -$17.9K – 540
2025
Q3 		$17.9K Buy
+159
New +$16.7K 0.01% 364

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pension & Wealth Management Advisors's AFL Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 159 shares — an estimated $17.9K sold.

Pension & Wealth Management Advisors first reported a position in AFL in Q3 2025 and held it in 1 quarter. The position peaked at $17.9K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 159 Aflac shares in Q4 2025, an estimated $17.9K.
  • Pension & Wealth Management Advisors first reported a position in Aflac in Q3 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Aflac position peaked at $17.9K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.