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Spectrum Wealth Counsel’s Aflac AFL Stock Holding History

Spectrum Wealth Counsel’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 		$8.47M Buy
+76,171
New +$8.08M 1.02% 33

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

Spectrum Wealth Counsel's AFL Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Aflac (AFL) in Q1 2025: 76,171 shares worth $8.47M. The stake represents 1.02% of the portfolio and ranks #33 among its holdings.

1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Spectrum Wealth Counsel held 76,171 shares of Aflac worth $8.47M as of Q1 2025.
  • Aflac was a new Spectrum Wealth Counsel position in Q1 2025.
  • Aflac made up 1.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #33 holding.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.