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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return