Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
29,933
+2
+0% +$210 0.76% 33
2025
Q1
$3.33M Buy
29,931
+3
+0% +$318 0.74% 30
2024
Q4
$3.1M Buy
29,928
+3
+0% +$327 0.69% 31
2024
Q3
$3.35M Buy
29,925
+4
+0% +$407 0.73% 31
2024
Q2
$2.67M Buy
29,921
+4
+0% +$344 0.6% 32
2024
Q1
$2.57M Buy
29,917
+5
+0% +$410 0.63% 32
2023
Q4
$2.47M Buy
29,912
+4
+0% +$322 0.64% 34
2023
Q3
$2.3M Buy
29,908
+5
+0% +$371 0.64% 34
2023
Q2
$2.09M Buy
29,903
+5
+0% +$335 0.55% 41
2023
Q1
$1.93M Sell
29,898
-6,196
-17% -$424K 0.53% 41
2022
Q4
$2.6M Sell
36,094
-37,328
-51% -$2.5M 0.76% 30
2022
Q3
$4.13M Buy
+73,422
New +$4.32M 1.32% 17

Other funds holding AFL

The Family Firm's AFL Position: Q2 2025 in Review

The Family Firm increased its Aflac (AFL) stake by 0.01% in Q2 2025, buying an estimated $210 and bringing the position to 29,933 shares worth $3.16M. The position accounts for 0.76% of the portfolio, ranked #33.

The Family Firm first reported a position in AFL in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.13M in Q3 2022. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • The Family Firm held 29,933 shares of Aflac worth $3.16M as of Q2 2025.
  • The Family Firm bought 2 Aflac shares in Q2 2025, an estimated $210.
  • Aflac made up 0.76% of The Family Firm's portfolio in Q2 2025, its #33 holding.
  • The Family Firm first reported a position in Aflac in Q3 2022 and has held it in 12 quarters since.
  • The Family Firm's Aflac position peaked at $4.13M in Q3 2022.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.