UFF
AFL icon

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

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

USA Financial Formulas's AFL Position: Q2 2025 in Review

USA Financial Formulas sold out of Aflac (AFL) in Q2 2025, closing a stake of 1,977 shares — an estimated $220K sold.

USA Financial Formulas first reported a position in AFL in Q4 2014 and held it in 20 quarters. The position peaked at $2.18M in Q4 2014. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • USA Financial Formulas reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,977 Aflac shares in Q2 2025, an estimated $220K.
  • USA Financial Formulas first reported a position in Aflac in Q4 2014 and held it in 20 quarters.
  • USA Financial Formulas's Aflac position peaked at $2.18M in Q4 2014.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.