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TrinityPoint Wealth’s Aflac AFL Stock Holding History

TrinityPoint 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
2024
Q4 		$308K Hold
2,980
– – 0.04% 266
2024
Q3 		$333K Hold
2,980
– – 0.05% 256
2024
Q2 		$266K Hold
2,980
– – 0.04% 265
2024
Q1 		$256K Hold
2,980
– – 0.04% 266
2023
Q4 		$246K Buy
2,980
+1
+0% +$81 0.04% 266
2023
Q3 		$229K Hold
2,979
– – 0.05% 259
2023
Q2 		$208K Buy
+2,979
New +$199K 0.04% 263
2023
Q1 		– Sell
-2,830
Closed -$204K – 275
2022
Q4 		$204K Buy
+2,830
New +$189K 0.05% 263

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

TrinityPoint Wealth's AFL Position: Q4 2024 in Review

TrinityPoint Wealth held its Aflac (AFL) position steady in Q4 2024 at 2,980 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #266.

TrinityPoint Wealth first reported a position in AFL in Q4 2022 and has held it in 8 quarters since. The position peaked at $333K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • TrinityPoint Wealth held 2,980 shares of Aflac worth $308K as of Q4 2024.
  • TrinityPoint Wealth left its Aflac share count unchanged in Q4 2024.
  • Aflac made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #266 holding.
  • TrinityPoint Wealth first reported a position in Aflac in Q4 2022 and has held it in 8 quarters since.
  • TrinityPoint Wealth's Aflac position peaked at $333K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.