Sompo Asset Management’s Aflac AFL Stock Holding History

Sompo Asset 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 Q3	–	Sell	-2,150	Closed	-$227K	–	184
2025 Q2	$227K	Hold	2,150	–	–	0.04%	181
2025 Q1	$239K	Buy	2,150 +70	+3%	+$7.42K	0.04%	187
2024 Q4	$215K	Hold	2,080	–	–	0.04%	187
2024 Q3	$233K	Sell	2,080 -420	-17%	-$42.7K	0.04%	184
2024 Q2	$223K	Hold	2,500	–	–	0.04%	190
2024 Q1	$215K	Hold	2,500	–	–	0.04%	193
2023 Q4	$206K	Buy	+2,500	New	+$201K	0.04%	190
2021 Q3	–	Sell	-12,890	Closed	-$692K	–	146
2021 Q2	$692K	Buy	12,890 +840	+7%	+$45.8K	0.14%	115
2021 Q1	$617K	Sell	12,050 -5,750	-32%	-$276K	0.14%	115
2020 Q4	$792K	Sell	17,800 -110	-0.6%	-$4.5K	0.17%	106
2020 Q3	$651K	Sell	17,910 -2,110	-11%	-$76.8K	0.16%	106
2020 Q2	$721K	Sell	20,020 -14,690	-42%	-$531K	0.18%	106
2020 Q1	$1.19M	Buy	34,710 +9,250	+36%	+$423K	0.32%	77
2019 Q4	$1.35M	Hold	25,460	–	–	0.32%	73
2019 Q3	$1.33M	Buy	25,460 +60	+0.2%	+$3.17K	0.33%	68
2019 Q2	$1.39M	Sell	25,400 -5,730	-18%	-$295K	0.41%	63
2019 Q1	$1.56M	Sell	31,130 -9,180	-23%	-$442K	0.49%	61
2018 Q4	$1.84M	Buy	+40,310	New	+$1.79M	0.54%	58

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return