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Trifecta Capital Advisors’s Aflac AFL Stock Holding History

Trifecta Capital 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
-42
Closed -$4.69K – 264
2025
Q3 		$4.69K Hold
42
– – ﹤0.01% 272
2025
Q2 		$4.43K Hold
42
– – ﹤0.01% 273
2025
Q1 		$4.67K Hold
42
– – ﹤0.01% 241
2024
Q4 		$4.34K Hold
42
– – ﹤0.01% 238
2024
Q3 		$4.7K Hold
42
– – ﹤0.01% 240
2024
Q2 		$3.75K Sell
42
-127
-75% -$10.9K ﹤0.01% 257
2024
Q1 		$14.5K Hold
169
– – ﹤0.01% 189
2023
Q4 		$13.9K Buy
169
+127
+302% +$10.2K ﹤0.01% 193
2023
Q3 		$3.22K Hold
42
– – ﹤0.01% 262
2023
Q2 		$2.93K Hold
42
– – ﹤0.01% 262
2023
Q1 		$2.71K Hold
42
– – ﹤0.01% 272
2022
Q4 		$3.02K Buy
+42
New +$2.81K ﹤0.01% 257

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Trifecta Capital Advisors's AFL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 42 shares — an estimated $4.69K sold.

Trifecta Capital Advisors first reported a position in AFL in Q4 2022 and held it in 12 quarters. The position peaked at $14.5K in Q1 2024. 1,678 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 42 Aflac shares in Q4 2025, an estimated $4.69K.
  • Trifecta Capital Advisors first reported a position in Aflac in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Aflac position peaked at $14.5K in Q1 2024.
  • 1,678 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.