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Safeguard Investment Advisory Group’s Aflac AFL Stock Holding History

Safeguard Investment Advisory Group’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
-2,430
Closed -$271K – 145
2025
Q1 		$271K Buy
+2,430
New +$258K 0.07% 106
2021
Q1 		– Sell
-63
Closed -$2K – 93
2020
Q4 		$2K Buy
+63
New +$2.58K ﹤0.01% 612

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 $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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's AFL Position: Q2 2025 in Review

Safeguard Investment Advisory Group sold out of Aflac (AFL) in Q2 2025, closing a stake of 2,430 shares — an estimated $271K sold.

Safeguard Investment Advisory Group first reported a position in AFL in Q4 2020 and held it in 2 quarters. The position peaked at $271K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Safeguard Investment Advisory Group reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,430 Aflac shares in Q2 2025, an estimated $271K.
  • Safeguard Investment Advisory Group first reported a position in Aflac in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Aflac position peaked at $271K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.