R.M. Davis Inc’s Aflac AFL Stock Holding History

R.M. Davis Inc’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
2026 Q1	–	Sell	-2,405	Closed	-$265K	–	274
2025 Q4	$265K	Buy	2,405 +600	+33%	+$66.1K	﹤0.01%	245
2025 Q3	$202K	Sell	1,805 -325	-15%	-$34.1K	﹤0.01%	270
2025 Q2	$225K	Buy	2,130 +149	+8%	+$15.7K	﹤0.01%	258
2025 Q1	$220K	Sell	1,981 -250	-11%	-$26.5K	﹤0.01%	262
2024 Q4	$231K	Buy	2,231 +2	+0.1%	+$218	﹤0.01%	257
2024 Q3	$249K	Sell	2,229 -371	-14%	-$37.7K	﹤0.01%	251
2024 Q2	$232K	Buy	+2,600	New	+$224K	﹤0.01%	259
2019 Q4	–	Sell	-4,860	Closed	-$254K	–	242
2019 Q3	$254K	Hold	4,860	–	–	0.01%	212
2019 Q2	$266K	Hold	4,860	–	–	0.01%	202
2019 Q1	$243K	Sell	4,860 -42	-0.9%	-$2.02K	0.01%	202
2018 Q4	$223K	Buy	4,902 +42	+0.9%	+$1.87K	0.01%	201
2018 Q3	$229K	Hold	4,860	–	–	0.01%	214
2018 Q2	$209K	Hold	4,860	–	–	0.01%	218
2018 Q1	$213K	Hold	4,860	–	–	0.01%	221
2017 Q4	$213K	Buy	+4,860	New	+$207K	0.01%	227

Other funds holding AFL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return