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

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return