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Simon Quick Advisors’s Aflac AFL Stock Holding History

Simon Quick 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
Q2 		– Sell
-4,893
Closed -$544K – 367
2025
Q1 		$544K Buy
4,893
+322
+7% +$34.2K 0.03% 283
2024
Q4 		$473K Buy
4,571
+378
+9% +$41.2K 0.03% 258
2024
Q3 		$469K Buy
4,193
+405
+11% +$41.2K 0.03% 249
2024
Q2 		$338K Buy
3,788
+631
+20% +$54.2K 0.02% 267
2024
Q1 		$271K Buy
3,157
+207
+7% +$17K 0.02% 324
2023
Q4 		$243K Buy
2,950
+139
+5% +$11.2K 0.02% 275
2023
Q3 		$216K Buy
+2,811
New +$209K 0.02% 295
2020
Q1 		– Sell
-284
Closed -$15K – 481
2019
Q4 		$15K Buy
+284
New +$15.1K 0.01% 348
2019
Q3 		– Sell
-28
Closed -$1.53K – 370
2019
Q2 		$1.53K Buy
+28
New +$1.44K ﹤0.01% 385
2017
Q4 		– Sell
-966
Closed -$39K – 442
2017
Q3 		$39K Hold
966
– – 0.01% 299
2017
Q2 		$38K Hold
966
– – 0.02% 137
2017
Q1 		$35K Buy
+966
New +$34.2K 0.02% 175

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's AFL Position: Q2 2025 in Review

Simon Quick Advisors sold out of Aflac (AFL) in Q2 2025, closing a stake of 4,893 shares — an estimated $544K sold.

Simon Quick Advisors first reported a position in AFL in Q1 2017 and held it in 12 quarters. The position peaked at $544K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Simon Quick Advisors reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 4,893 Aflac shares in Q2 2025, an estimated $544K.
  • Simon Quick Advisors first reported a position in Aflac in Q1 2017 and held it in 12 quarters.
  • Simon Quick Advisors's Aflac position peaked at $544K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.