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Schechter Investment Advisors’s Aflac AFL Stock Holding History

Schechter Investment Advisors’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
Q1 		$331K Sell
2,974
-1,211
-29% -$128K 0.03% 453
2024
Q4 		$433K Sell
4,185
-581
-12% -$63.4K 0.03% 416
2024
Q3 		$533K Sell
4,766
-535
-10% -$54.4K 0.04% 387
2024
Q2 		$473K Sell
5,301
-153
-3% -$13.2K 0.04% 382
2024
Q1 		$468K Sell
5,454
-1,569
-22% -$129K 0.04% 391
2023
Q4 		$579K Buy
7,023
+485
+7% +$39.1K 0.05% 328
2023
Q3 		$502K Buy
6,538
+10
+0.2% +$742 0.05% 339
2023
Q2 		$456K Sell
6,528
-98
-1% -$6.56K 0.04% 402
2023
Q1 		$427K Buy
6,626
+628
+10% +$43K 0.04% 445
2022
Q4 		$432K Buy
5,998
+381
+7% +$25.5K 0.04% 540
2022
Q3 		$316K Sell
5,617
-152
-3% -$8.95K 0.03% 683
2022
Q2 		$320K Sell
5,769
-528
-8% -$31.2K 0.03% 691
2022
Q1 		$406K Buy
6,297
+784
+14% +$49.1K 0.04% 593
2021
Q4 		$322K Buy
+5,513
New +$309K 0.03% 655

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

Schechter Investment Advisors's AFL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Aflac (AFL) stake by 29% in Q1 2025, selling an estimated $128K and leaving 2,974 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #453.

Schechter Investment Advisors first reported a position in AFL in Q4 2021 and has held it in 14 quarters since. The position peaked at $579K in Q4 2023. 1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Schechter Investment Advisors held 2,974 shares of Aflac worth $331K as of Q1 2025.
  • Schechter Investment Advisors sold 1,211 Aflac shares in Q1 2025, an estimated $128K.
  • Aflac made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #453 holding.
  • Schechter Investment Advisors first reported a position in Aflac in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Aflac position peaked at $579K in Q4 2023.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.