SS&H Financial Advisors’s Aflac AFL Stock Holding History

SS&H Financial 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 Q4	$2.49M	Hold	22,616	–	–	0.73%	37
2025 Q3	$2.53M	Sell	22,616 -440	-2%	-$46.2K	0.77%	35
2025 Q2	$2.43M	Sell	23,056 -750	-3%	-$78.8K	0.81%	37
2025 Q1	$2.65M	Sell	23,806 -900	-4%	-$95.5K	0.99%	32
2024 Q4	$2.56M	Sell	24,706 -150	-0.6%	-$16.4K	0.93%	29
2024 Q3	$2.78M	Sell	24,856 -100	-0.4%	-$10.2K	1.01%	26
2024 Q2	$2.23M	Sell	24,956 -100	-0.4%	-$8.6K	0.87%	33
2024 Q1	$2.15M	Hold	25,056	–	–	0.9%	32
2023 Q4	$2.07M	Hold	25,056	–	–	0.88%	31
2023 Q3	$1.92M	Buy	+25,056	New	+$1.86M	0.9%	32
2023 Q1	$1.95M	Sell	30,206 -400	-1%	-$27.4K	0.89%	31
2022 Q4	$2.2M	Hold	30,606	–	–	1.05%	26
2022 Q3	$1.72M	Sell	30,606 -100	-0.3%	-$5.88K	0.89%	30
2022 Q2	$1.7M	Sell	30,706 -43	-0.1%	-$2.54K	0.78%	37
2022 Q1	$1.98M	Buy	+30,749	New	+$1.93M	0.77%	38

Other funds holding AFL

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 New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

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

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

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

SS&H Financial Advisors's AFL Position: Q4 2025 in Review

SS&H Financial Advisors held its Aflac (AFL) position steady in Q4 2025 at 22,616 shares worth $2.49M. The position accounts for 0.73% of the portfolio, ranked #37.

SS&H Financial Advisors first reported a position in AFL in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q3 2024. 1,677 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

SS&H Financial Advisors held 22,616 shares of Aflac worth $2.49M as of Q4 2025.
SS&H Financial Advisors left its Aflac share count unchanged in Q4 2025.
Aflac made up 0.73% of SS&H Financial Advisors's portfolio in Q4 2025, its #37 holding.
SS&H Financial Advisors first reported a position in Aflac in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Aflac position peaked at $2.78M in Q3 2024.
1,677 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.