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Rise Advisors’s Aflac AFL Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,562
Closed -$174K – 131
2025
Q3 		$174K Buy
1,562
+13
+0.8% +$1.36K 0.06% 109
2025
Q2 		$163K Buy
1,549
+4
+0.3% +$420 0.06% 108
2025
Q1 		$172K Buy
1,545
+54
+4% +$5.73K 0.08% 97
2024
Q4 		$154K Sell
1,491
-96
-6% -$10.5K 0.07% 99
2024
Q3 		$177K Buy
1,587
+7
+0.4% +$711 0.09% 103
2024
Q2 		$141K Buy
1,580
+9
+0.6% +$774 0.07% 115
2024
Q1 		$135K Buy
1,571
+248
+19% +$20.3K 0.07% 118
2023
Q4 		$109K Sell
1,323
-43
-3% -$3.46K 0.08% 100
2023
Q3 		$105K Sell
1,366
-126
-8% -$9.35K 0.08% 88
2023
Q2 		$104K Sell
1,492
-108
-7% -$7.23K 0.08% 102
2023
Q1 		$103K Buy
1,600
+10
+0.6% +$685 0.08% 101
2022
Q4 		$114K Buy
1,590
+9
+0.6% +$603 0.09% 92
2022
Q3 		$89K Buy
1,581
+1,004
+174% +$59.1K 0.07% 102
2022
Q2 		$32K Buy
577
+4
+0.7% +$236 0.03% 181
2022
Q1 		$37K Buy
573
+245
+75% +$15.3K 0.03% 178
2021
Q4 		$19.1K Buy
+328
New +$18.4K 0.02% 250

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Rise Advisors's AFL Position: Q4 2025 in Review

Rise Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 1,562 shares — an estimated $174K sold.

Rise Advisors first reported a position in AFL in Q4 2021 and held it in 16 quarters. The position peaked at $177K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Rise Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,562 Aflac shares in Q4 2025, an estimated $174K.
  • Rise Advisors first reported a position in Aflac in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Aflac position peaked at $177K in Q3 2024.
  • 1,677 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.