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TSA Wealth Management’s Aflac AFL Stock Holding History

TSA Wealth Management’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
-2,193
Closed -$231K – 90
2025
Q2 		$231K Buy
2,193
+134
+7% +$14.1K 0.08% 73
2025
Q1 		$229K Buy
2,059
+22
+1% +$2.33K 0.09% 70
2024
Q4 		$211K Buy
2,037
+10
+0.5% +$1.09K 0.09% 61
2024
Q3 		$227K Buy
+2,027
New +$206K 0.09% 59

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

TSA Wealth Management's AFL Position: Q3 2025 in Review

TSA Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 2,193 shares — an estimated $231K sold.

TSA Wealth Management first reported a position in AFL in Q3 2024 and held it in 4 quarters. The position peaked at $231K in Q2 2025. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • TSA Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • TSA Wealth Management sold 2,193 Aflac shares in Q3 2025, an estimated $231K.
  • TSA Wealth Management first reported a position in Aflac in Q3 2024 and held it in 4 quarters.
  • TSA Wealth Management's Aflac position peaked at $231K in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on TSA Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.