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Strategic Financial Concepts’s Aflac AFL Stock Holding History

Strategic Financial Concepts’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 		– Sell
-2,652
Closed -$274K – 338
2024
Q4 		$274K Sell
2,652
-4,210
-61% -$459K 0.05% 257
2024
Q3 		$767K Sell
6,862
-660,844
-99% -$67.2M 0.24% 81
2024
Q2 		$108K Buy
667,706
+658,303
+7,001% +$56.6M 0.06% 175
2024
Q1 		$807K Buy
+9,403
New +$771K 0.19% 119
2023
Q4 		– Sell
-10,466
Closed -$803K – 148
2023
Q3 		$803K Buy
+10,466
New +$777K 0.27% 87

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

Strategic Financial Concepts's AFL Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,652 shares — an estimated $274K sold.

Strategic Financial Concepts first reported a position in AFL in Q3 2023 and held it in 5 quarters. The position peaked at $807K in Q1 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,652 Aflac shares in Q1 2025, an estimated $274K.
  • Strategic Financial Concepts first reported a position in Aflac in Q3 2023 and held it in 5 quarters.
  • Strategic Financial Concepts's Aflac position peaked at $807K in Q1 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.