Putney Financial Group’s Aflac AFL Stock Holding History

Putney 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
2025 Q3	–	Sell	-800	Closed	-$84.4K	–	87
2025 Q2	$84.4K	Sell	800 -100	-11%	-$10.5K	0.09%	105
2025 Q1	$100K	Hold	900	–	–	0.11%	85
2024 Q4	$93.1K	Buy	+900	New	+$98.1K	0.08%	100

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Putney Financial Group's AFL Position: Q3 2025 in Review

Putney Financial Group sold out of Aflac (AFL) in Q3 2025, closing a stake of 800 shares — an estimated $84.4K sold.

Putney Financial Group first reported a position in AFL in Q4 2024 and held it in 3 quarters. The position peaked at $100K in Q1 2025. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

Putney Financial Group reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
Putney Financial Group sold 800 Aflac shares in Q3 2025, an estimated $84.4K.
Putney Financial Group first reported a position in Aflac in Q4 2024 and held it in 3 quarters.
Putney Financial Group's Aflac position peaked at $100K in Q1 2025.
1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.