USA Financial Formulas’s Aflac AFL Stock Holding History

USA Financial Formulas’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 Q2	–	Sell	-1,977	Closed	-$220K	–	245
2025 Q1	$220K	Sell	1,977 -957	-33%	-$102K	0.04%	140
2024 Q4	$303K	Sell	2,934 -28	-0.9%	-$3.05K	0.05%	129
2024 Q3	$331K	Sell	2,962 -346	-10%	-$35.2K	0.05%	109
2024 Q2	$295K	Sell	3,308 -647	-16%	-$55.6K	0.05%	121
2024 Q1	$340K	Sell	3,955 -289	-7%	-$23.7K	0.06%	135
2023 Q4	$350K	Buy	4,244 +4,221	+18,352%	+$340K	0.06%	108
2023 Q3	$1.76K	Hold	23	–	–	﹤0.01%	339
2023 Q2	$1.6K	Hold	23	–	–	﹤0.01%	325
2023 Q1	$1.48K	Buy	+23	New	+$1.57K	﹤0.01%	261
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	156
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	184
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	218
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	250
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	305
2021 Q2	$2K	Sell	31 -2	-6%	-$109	﹤0.01%	293
2021 Q1	$2K	Buy	33 +9	+38%	+$432	﹤0.01%	256
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	247
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	232
2020 Q2	$1K	Buy	+24	New	+$867	﹤0.01%	138
2015 Q1	–	Sell	-71,304	Closed	-$2.18M	–	179
2014 Q4	$2.18M	Buy	+71,304	New	+$2.11M	0.75%	43

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return