Roundview Capital’s Aflac AFL Stock Holding History

Roundview Capital’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
2024 Q4	–	Sell	-1,869	Closed	-$209K	–	333
2024 Q3	$209K	Buy	+1,869	New	+$190K	0.02%	329

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

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

Roundview Capital's AFL Position: Q4 2024 in Review

Roundview Capital sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,869 shares — an estimated $209K sold.

Roundview Capital first reported a position in AFL in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Roundview Capital reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Roundview Capital sold 1,869 Aflac shares in Q4 2024, an estimated $209K.
Roundview Capital first reported a position in Aflac in Q3 2024 and held it in 1 quarter.
Roundview Capital's Aflac position peaked at $209K in Q3 2024.
1,579 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Roundview Capital's 13F filing for Q4 2024, filed 12 Feb 2025.