Rockbridge Investment Management’s Aflac AFL Stock Holding History

Rockbridge Investment Management’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 Q2	–	Sell	-1,989	Closed	-$221K	–	134
2025 Q1	$221K	Hold	1,989	–	–	0.03%	124
2024 Q4	$206K	Hold	1,989	–	–	0.03%	131
2024 Q3	$222K	Buy	+1,989	New	+$202K	0.03%	118
2024 Q1	–	Sell	-650	Closed	-$53.6K	–	137
2023 Q4	$53.6K	Buy	+650	New	+$52.4K	0.01%	235
2022 Q3	–	Sell	-650	Closed	-$36K	–	114
2022 Q2	$36K	Hold	650	–	–	0.01%	248
2022 Q1	$42.1K	Sell	650 -250	-28%	-$15.7K	0.01%	321
2021 Q4	$53K	Buy	900 +250	+38%	+$14K	0.01%	335
2021 Q3	$34K	Hold	650	–	–	0.01%	373
2021 Q2	$35K	Hold	650	–	–	0.01%	361
2021 Q1	$33K	Hold	650	–	–	0.01%	342
2020 Q4	$29K	Hold	650	–	–	0.01%	354
2020 Q3	$24K	Hold	650	–	–	0.01%	355
2020 Q2	$23K	Buy	+650	New	+$23.5K	0.01%	323

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockbridge Investment Management's AFL Position: Q2 2025 in Review

Rockbridge Investment Management sold out of Aflac (AFL) in Q2 2025, closing a stake of 1,989 shares — an estimated $221K sold.

Rockbridge Investment Management first reported a position in AFL in Q2 2020 and held it in 13 quarters. The position peaked at $222K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Rockbridge Investment Management reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
Rockbridge Investment Management sold 1,989 Aflac shares in Q2 2025, an estimated $221K.
Rockbridge Investment Management first reported a position in Aflac in Q2 2020 and held it in 13 quarters.
Rockbridge Investment Management's Aflac position peaked at $222K in Q3 2024.
1,614 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Rockbridge Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.