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Smallwood Wealth Investment Management’s Aflac AFL Stock Holding History

Smallwood Wealth Investment Management’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
Q4 		– Sell
-18
Closed -$2.01K – 518
2025
Q3 		$2.01K Sell
18
-8
-31% -$840 ﹤0.01% 398
2025
Q2 		$2.74K Buy
26
+8
+44% +$841 ﹤0.01% 384
2025
Q1 		$2K Buy
+18
New +$1.91K ﹤0.01% 387

Other funds holding AFL

Vanguard Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Smallwood Wealth Investment Management's AFL Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Aflac (AFL) in Q4 2025, closing a stake of 18 shares — an estimated $2.01K sold.

Smallwood Wealth Investment Management first reported a position in AFL in Q1 2025 and held it in 3 quarters. The position peaked at $2.74K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 18 Aflac shares in Q4 2025, an estimated $2.01K.
  • Smallwood Wealth Investment Management first reported a position in Aflac in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Aflac position peaked at $2.74K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.