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Steward Financial Group’s Aflac AFL Stock Holding History

Steward Financial Group’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
2023
Q3 		$512K Buy
6,672
+38
+0.6% +$2.82K 0.16% 33
2023
Q2 		$463K Sell
6,634
-22
-0.3% -$1.47K 0.15% 38
2023
Q1 		$429K Buy
6,656
+136
+2% +$9.31K 0.14% 26
2022
Q4 		$469K Buy
6,520
+29
+0.4% +$1.94K 0.23% 23
2022
Q3 		$364K Buy
6,491
+6,229
+2,377% +$367K 0.27% 33
2022
Q2 		$14K Buy
+262
New +$15.5K 0.01% 194

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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's AFL Position: Q3 2023 in Review

Steward Financial Group increased its Aflac (AFL) stake by 0.57% in Q3 2023, buying an estimated $2.82K and bringing the position to 6,672 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #33.

Steward Financial Group first reported a position in AFL in Q2 2022 and has held it in 6 quarters since. 1,308 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Steward Financial Group held 6,672 shares of Aflac worth $512K as of Q3 2023.
  • Steward Financial Group bought 38 Aflac shares in Q3 2023, an estimated $2.82K.
  • Aflac made up 0.16% of Steward Financial Group's portfolio in Q3 2023, its #33 holding.
  • Steward Financial Group first reported a position in Aflac in Q2 2022 and has held it in 6 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.