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Trivium Point Advisory’s Aflac AFL Stock Holding History

Trivium Point Advisory’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
Q3 		– Sell
-1,968
Closed -$208K – 348
2025
Q2 		$208K Sell
1,968
-808
-29% -$84.9K 0.02% 334
2025
Q1 		$309K Sell
2,776
-1,333
-32% -$141K 0.04% 283
2024
Q4 		$425K Sell
4,109
-437
-10% -$47.7K 0.05% 243
2024
Q3 		$502K Buy
4,546
+243
+6% +$24.7K 0.07% 222
2024
Q2 		$384K Buy
+4,303
New +$370K 0.06% 228

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trivium Point Advisory's AFL Position: Q3 2025 in Review

Trivium Point Advisory sold out of Aflac (AFL) in Q3 2025, closing a stake of 1,968 shares — an estimated $208K sold.

Trivium Point Advisory first reported a position in AFL in Q2 2024 and held it in 5 quarters. The position peaked at $502K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Trivium Point Advisory reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 1,968 Aflac shares in Q3 2025, an estimated $208K.
  • Trivium Point Advisory first reported a position in Aflac in Q2 2024 and held it in 5 quarters.
  • Trivium Point Advisory's Aflac position peaked at $502K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Trivium Point Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.