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Stonegate Investment Group’s Aflac AFL Stock Holding History

Stonegate Investment 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
2025
Q3 		– Sell
-2,091
Closed -$221K – 448
2025
Q2 		$221K Buy
+2,091
New +$220K 0.01% 367

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

Stonegate Investment Group's AFL Position: Q3 2025 in Review

Stonegate Investment Group sold out of Aflac (AFL) in Q3 2025, closing a stake of 2,091 shares — an estimated $221K sold.

Stonegate Investment Group first reported a position in AFL in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Stonegate Investment Group reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 2,091 Aflac shares in Q3 2025, an estimated $221K.
  • Stonegate Investment Group first reported a position in Aflac in Q2 2025 and held it in 1 quarter.
  • Stonegate Investment Group's Aflac position peaked at $221K in Q2 2025.
  • 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.