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Reilly Financial Advisors’s Aflac AFL Stock Holding History

Reilly Financial 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
2021
Q4 		$4K Hold
61
– – ﹤0.01% 865
2021
Q3 		$3K Hold
61
– – ﹤0.01% 797
2021
Q2 		$3K Hold
61
– – ﹤0.01% 846
2021
Q1 		$3K Buy
+61
New +$2.93K ﹤0.01% 844
2020
Q1 		– Sell
-242
Closed -$13K – 875
2019
Q4 		$13K Hold
242
– – ﹤0.01% 580
2019
Q3 		$13K Hold
242
– – ﹤0.01% 584
2019
Q2 		$13K Hold
242
– – ﹤0.01% 612
2019
Q1 		$12K Hold
242
– – ﹤0.01% 628
2018
Q4 		$11K Sell
242
-100
-29% -$4.45K ﹤0.01% 618
2018
Q3 		$16K Hold
342
– – ﹤0.01% 599
2018
Q2 		$15K Hold
342
– – ﹤0.01% 573
2018
Q1 		$15K Buy
342
+242
+242% +$10.7K ﹤0.01% 559
2017
Q4 		$4K Hold
100
– – ﹤0.01% 797
2017
Q3 		$4K Hold
100
– – ﹤0.01% 786
2017
Q2 		$4K Hold
100
– – ﹤0.01% 795
2017
Q1 		$4K Hold
100
– – ﹤0.01% 769
2016
Q4 		$3K Buy
+100
New +$3.52K ﹤0.01% 724
2016
Q2 		– Sell
-216
Closed -$7K – 796
2016
Q1 		$7K Buy
+216
New +$6.42K ﹤0.01% 835
2015
Q4 		– Sell
-300
Closed -$9K – 1196
2015
Q3 		$9K Sell
300
-754
-72% -$22.8K ﹤0.01% 805
2015
Q2 		$33K Sell
1,054
-5,442
-84% -$172K 0.01% 531
2015
Q1 		$208K Sell
6,496
-16,858
-72% -$514K 0.04% 171
2014
Q4 		$713K Sell
23,354
-261,194
-92% -$7.71M 0.17% 60
2014
Q3 		$8.29M Buy
284,548
+11,508
+4% +$350K 2% 24
2014
Q2 		$8.55M Buy
273,040
+16,028
+6% +$500K 2.03% 19
2014
Q1 		$8.1M Buy
257,012
+2,314
+0.9% +$73.5K 1.93% 24
2013
Q4 		$8.51M Buy
254,698
+5,886
+2% +$193K 2.08% 14
2013
Q3 		$7.86M Buy
248,812
+5,586
+2% +$168K 2.19% 15
2013
Q2 		$6.91M Buy
+243,226
New +$6.6M 2.04% 21

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Reilly Financial Advisors's AFL Position: Q4 2021 in Review

Reilly Financial Advisors held its Aflac (AFL) position steady in Q4 2021 at 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Reilly Financial Advisors first reported a position in AFL in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.55M in Q2 2014. 1,148 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

  • Reilly Financial Advisors held 61 shares of Aflac worth $4K as of Q4 2021.
  • Reilly Financial Advisors left its Aflac share count unchanged in Q4 2021.
  • Aflac made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #865 holding.
  • Reilly Financial Advisors first reported a position in Aflac in Q2 2013 and has held it in 28 quarters since.
  • Reilly Financial Advisors's Aflac position peaked at $8.55M in Q2 2014.
  • 1,148 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.