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Ruedi Wealth Management’s Aflac AFL Stock Holding History

Ruedi Wealth 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
-78
Closed -$8.67K – 64
2025
Q1 		$8.67K Hold
78
– – ﹤0.01% 179
2024
Q4 		$8.07K Hold
78
– – ﹤0.01% 181
2024
Q3 		$8.72K Sell
78
-9
-10% -$915 ﹤0.01% 181
2024
Q2 		$7.77K Buy
87
+18
+26% +$1.55K ﹤0.01% 202
2024
Q1 		$5.92K Hold
69
– – ﹤0.01% 189
2023
Q4 		$5.69K Buy
+69
New +$5.56K ﹤0.01% 166

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ruedi Wealth Management's AFL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Aflac (AFL) in Q2 2025, closing a stake of 78 shares — an estimated $8.67K sold.

Ruedi Wealth Management first reported a position in AFL in Q4 2023 and held it in 6 quarters. The position peaked at $8.72K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 78 Aflac shares in Q2 2025, an estimated $8.67K.
  • Ruedi Wealth Management first reported a position in Aflac in Q4 2023 and held it in 6 quarters.
  • Ruedi Wealth Management's Aflac position peaked at $8.72K in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.