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Trail Ridge Investment Advisors’s Aflac AFL Stock Holding History

Trail Ridge Investment 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
2025
Q4 		– Sell
-2,139
Closed -$239K – 104
2025
Q3 		$239K Hold
2,139
– – 0.11% 100
2025
Q2 		$213K Hold
2,139
– – 0.1% 102
2025
Q1 		$238K Hold
2,139
– – 0.12% 93
2024
Q4 		$221K Hold
2,139
– – 0.11% 101
2024
Q3 		$240K Buy
+2,139
New +$217K 0.11% 100

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Trail Ridge Investment Advisors's AFL Position: Q4 2025 in Review

Trail Ridge Investment Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 2,139 shares — an estimated $239K sold.

Trail Ridge Investment Advisors first reported a position in AFL in Q3 2024 and held it in 5 quarters. The position peaked at $240K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Trail Ridge Investment Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,139 Aflac shares in Q4 2025, an estimated $239K.
  • Trail Ridge Investment Advisors first reported a position in Aflac in Q3 2024 and held it in 5 quarters.
  • Trail Ridge Investment Advisors's Aflac position peaked at $240K in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.