Richard C. Young & Co’s Aflac AFL Stock Holding History

Richard C. Young & Co’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 Q1	–	Sell	-71,122	Closed	-$7.36M	–	87
2024 Q4	$7.36M	Sell	71,122 -86,826	-55%	-$9.47M	0.8%	51
2024 Q3	$17.7M	Buy	157,948 +1,528	+1%	+$155K	1.93%	18
2024 Q2	$14M	Buy	156,420 +3,146	+2%	+$270K	1.7%	28
2024 Q1	$13.2M	Buy	153,274 +1,199	+0.8%	+$98.3K	1.65%	26
2023 Q4	$12.5M	Buy	+152,075	New	+$12.3M	1.68%	27

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 $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Richard C. Young & Co's AFL Position: Q1 2025 in Review

Richard C. Young & Co sold out of Aflac (AFL) in Q1 2025, closing a stake of 71,122 shares — an estimated $7.36M sold.

Richard C. Young & Co first reported a position in AFL in Q4 2023 and held it in 5 quarters. The position peaked at $17.7M in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

Richard C. Young & Co reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
Richard C. Young & Co sold 71,122 Aflac shares in Q1 2025, an estimated $7.36M.
Richard C. Young & Co first reported a position in Aflac in Q4 2023 and held it in 5 quarters.
Richard C. Young & Co's Aflac position peaked at $17.7M in Q3 2024.
1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Richard C. Young & Co's 13F filing for Q1 2025, filed 2 May 2025.