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Stewardship Financial Advisors’s Aflac AFL Stock Holding History

Stewardship 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
2021
Q1 		$1.79M Buy
34,978
+8
+0% +$384 0.62% 25
2020
Q4 		$1.55M Sell
34,970
-395
-1% -$16.2K 0.57% 26
2020
Q3 		$1.29M Sell
35,365
-171
-0.5% -$6.23K 0.53% 27
2020
Q2 		$1.28M Sell
35,536
-8,630
-20% -$312K 0.56% 27
2020
Q1 		$1.51M Sell
44,166
-1,768
-4% -$80.8K 0.77% 21
2019
Q4 		$2.43M Sell
45,934
-2,424
-5% -$129K 0.89% 18
2019
Q3 		$2.53M Sell
48,358
-615
-1% -$32.5K 1.07% 16
2019
Q2 		$2.68M Sell
48,973
-680
-1% -$35.1K 1.16% 16
2019
Q1 		$2.48M Sell
49,653
-1,702
-3% -$82K 1.14% 15
2018
Q4 		$2.34M Sell
51,355
-555
-1% -$24.7K 1.2% 14
2018
Q3 		$2.44M Sell
51,910
-810
-2% -$37.1K 1.15% 18
2018
Q2 		$2.27M Sell
52,720
-500
-0.9% -$22.5K 1.13% 17
2018
Q1 		$2.33M Sell
53,220
-1,140
-2% -$50.4K 1.16% 16
2017
Q4 		$2.39M Buy
54,360
+15,806
+41% +$675K 1.23% 15
2017
Q3 		$1.57M Sell
38,554
-3,350
-8% -$135K 0.9% 21
2017
Q2 		$1.63M Sell
41,904
-3,858
-8% -$145K 0.98% 20
2017
Q1 		$1.66M Hold
45,762
– – 1.04% 18
2016
Q4 		$1.59M Sell
45,762
-3,440
-7% -$121K 1% 22
2016
Q3 		$1.77M Hold
49,202
– – 1.13% 23
2016
Q2 		$1.77M Buy
49,202
+11,416
+30% +$390K 1.21% 20
2016
Q1 		$1.19M Sell
37,786
-24,346
-39% -$723K 0.94% 21
2015
Q4 		$1.86M Buy
+62,132
New +$1.93M 1.49% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stewardship Financial Advisors's AFL Position: Q1 2021 in Review

Stewardship Financial Advisors increased its Aflac (AFL) stake by 0.02% in Q1 2021, buying an estimated $384 and bringing the position to 34,978 shares worth $1.79M. The position accounts for 0.62% of the portfolio, ranked #25.

Stewardship Financial Advisors first reported a position in AFL in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.68M in Q2 2019. 1,073 funds tracked by Wall St. Rank hold AFL as of Q1 2021.

  • Stewardship Financial Advisors held 34,978 shares of Aflac worth $1.79M as of Q1 2021.
  • Stewardship Financial Advisors bought 8 Aflac shares in Q1 2021, an estimated $384.
  • Aflac made up 0.62% of Stewardship Financial Advisors's portfolio in Q1 2021, its #25 holding.
  • Stewardship Financial Advisors first reported a position in Aflac in Q4 2015 and has held it in 22 quarters since.
  • Stewardship Financial Advisors's Aflac position peaked at $2.68M in Q2 2019.
  • 1,073 funds tracked by Wall St. Rank held Aflac as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.