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Waldron Private Wealth’s Aflac AFL Stock Holding History

Waldron Private 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
2025
Q1 		– Sell
-3,710
Closed -$384K – 297
2024
Q4 		$384K Buy
3,710
+39
+1% +$4.25K 0.02% 292
2024
Q3 		$410K Buy
3,671
+41
+1% +$4.17K 0.02% 279
2024
Q2 		$324K Sell
3,630
-10
-0.3% -$860 0.01% 296
2024
Q1 		$313K Sell
3,640
-218
-6% -$17.9K 0.01% 308
2023
Q4 		$318K Buy
3,858
+33
+0.9% +$2.66K 0.02% 298
2023
Q3 		$294K Buy
3,825
+18
+0.5% +$1.34K 0.02% 293
2023
Q2 		$266K Buy
3,807
+374
+11% +$25K 0.01% 310
2023
Q1 		$221K Sell
3,433
-1,141
-25% -$78.1K 0.01% 377
2022
Q4 		$257K Hold
4,574
– – 0.02% 320
2022
Q3 		$257K Buy
4,574
+280
+7% +$16.5K 0.02% 322
2022
Q2 		$237K Buy
4,294
+1,171
+37% +$69.1K 0.01% 339
2022
Q1 		$201K Buy
+3,123
New +$196K 0.01% 384

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Waldron Private Wealth's AFL Position: Q1 2025 in Review

Waldron Private Wealth sold out of Aflac (AFL) in Q1 2025, closing a stake of 3,710 shares — an estimated $384K sold.

Waldron Private Wealth first reported a position in AFL in Q1 2022 and held it in 12 quarters. The position peaked at $410K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Waldron Private Wealth reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,710 Aflac shares in Q1 2025, an estimated $384K.
  • Waldron Private Wealth first reported a position in Aflac in Q1 2022 and held it in 12 quarters.
  • Waldron Private Wealth's Aflac position peaked at $410K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.