Safeguard Financial’s Aflac AFL Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-57	Closed	-$3K	–	84
2023 Q2	$3K	Buy	+57	New	+$3.81K	﹤0.01%	433

Other funds holding AFL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Safeguard Financial's AFL Position: Q3 2023 in Review

Safeguard Financial sold out of Aflac (AFL) in Q3 2023, closing a stake of 57 shares — an estimated $3K sold.

Safeguard Financial first reported a position in AFL in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 1,308 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

Safeguard Financial reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 57 Aflac shares in Q3 2023, an estimated $3K.
Safeguard Financial first reported a position in Aflac in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Aflac position peaked at $3K in Q2 2023.
1,308 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.