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Peterson Financial Group’s Aflac AFL Stock Holding History

Peterson Financial Group’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
2024
Q3 		$52.3K Buy
+468
New +$47.6K 0.2% 86

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Peterson Financial Group's AFL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Aflac (AFL) in Q3 2024: 468 shares worth $52.3K. The stake represents 0.2% of the portfolio and ranks #86 among its holdings.

1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Peterson Financial Group held 468 shares of Aflac worth $52.3K as of Q3 2024.
  • Aflac was a new Peterson Financial Group position in Q3 2024.
  • Aflac made up 0.2% of Peterson Financial Group's portfolio in Q3 2024, its #86 holding.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.