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Triad Financial Advisors’s Aflac AFL Stock Holding History

Triad Financial 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
2023
Q3 		$402K Buy
5,232
+5
+0.1% +$371 0.14% 58
2023
Q2 		$365K Buy
5,227
+9
+0.2% +$602 0.15% 60
2023
Q1 		$337K Buy
5,218
+5
+0.1% +$342 0.15% 62
2022
Q4 		$375K Buy
5,213
+17
+0.3% +$1.14K 0.17% 67
2022
Q3 		$292K Buy
5,196
+28
+0.5% +$1.65K 0.16% 78
2022
Q2 		$286K Buy
5,168
+21
+0.4% +$1.24K 0.16% 79
2022
Q1 		$331K Buy
5,147
+54
+1% +$3.38K 0.18% 73
2021
Q4 		$297K Buy
+5,093
New +$285K 0.18% 84

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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Triad Financial Advisors's AFL Position: Q3 2023 in Review

Triad Financial Advisors increased its Aflac (AFL) stake by 0.1% in Q3 2023, buying an estimated $371 and bringing the position to 5,232 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #58.

Triad Financial Advisors first reported a position in AFL in Q4 2021 and has held it in 8 quarters since. 1,308 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Triad Financial Advisors held 5,232 shares of Aflac worth $402K as of Q3 2023.
  • Triad Financial Advisors bought 5 Aflac shares in Q3 2023, an estimated $371.
  • Aflac made up 0.14% of Triad Financial Advisors's portfolio in Q3 2023, its #58 holding.
  • Triad Financial Advisors first reported a position in Aflac in Q4 2021 and has held it in 8 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.