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Transform Wealth’s Aflac AFL Stock Holding History

Transform Wealth’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 		$252K Buy
+2,263
New +$240K 0.02% 223
2020
Q2 		– Sell
-84,902
Closed -$2.91M – 225
2020
Q1 		$2.91M Buy
84,902
+4,115
+5% +$188K 0.62% 60
2019
Q4 		$4.27M Buy
80,787
+2,627
+3% +$139K 0.68% 60
2019
Q3 		$4.09M Buy
78,160
+396
+0.5% +$20.9K 0.73% 60
2019
Q2 		$4.26M Sell
77,764
-6,042
-7% -$311K 0.63% 61
2019
Q1 		$4.19M Buy
+83,806
New +$4.04M 0.78% 53

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

Transform Wealth's AFL Position: Q1 2025 in Review

Transform Wealth opened a new position in Aflac (AFL) in Q1 2025: 2,263 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Transform Wealth previously reported a position in AFL as recently as Q1 2020.

Transform Wealth first reported a position in AFL in Q1 2019 and has held it in 6 quarters since. The position peaked at $4.27M in Q4 2019. 1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Transform Wealth held 2,263 shares of Aflac worth $252K as of Q1 2025.
  • Aflac was a new Transform Wealth position in Q1 2025.
  • Aflac made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #223 holding.
  • Transform Wealth first reported a position in Aflac in Q1 2019 and has held it in 6 quarters since.
  • Transform Wealth's Aflac position peaked at $4.27M in Q4 2019.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.