Transcendent Capital Group’s Aflac AFL Stock Holding History

Transcendent Capital 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 Q2	–	Sell	-3,998	Closed	-$445K	–	100
2025 Q1	$445K	Buy	+3,998	New	+$424K	0.25%	64

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transcendent Capital Group's AFL Position: Q2 2025 in Review

Transcendent Capital Group sold out of Aflac (AFL) in Q2 2025, closing a stake of 3,998 shares — an estimated $445K sold.

Transcendent Capital Group first reported a position in AFL in Q1 2025 and held it in 1 quarter. The position peaked at $445K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Transcendent Capital Group reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
Transcendent Capital Group sold 3,998 Aflac shares in Q2 2025, an estimated $445K.
Transcendent Capital Group first reported a position in Aflac in Q1 2025 and held it in 1 quarter.
Transcendent Capital Group's Aflac position peaked at $445K in Q1 2025.
1,612 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Transcendent Capital Group's 13F filing for Q2 2025, filed 25 Jul 2025.