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Walkner Condon Financial Advisors’s Aflac AFL Stock Holding History

Walkner Condon Financial Advisors’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
Q4 		– Sell
-1,840
Closed -$206K – 309
2025
Q3 		$206K Buy
+1,840
New +$193K 0.03% 289

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Walkner Condon Financial Advisors's AFL Position: Q4 2025 in Review

Walkner Condon Financial Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 1,840 shares — an estimated $206K sold.

Walkner Condon Financial Advisors first reported a position in AFL in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Walkner Condon Financial Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,840 Aflac shares in Q4 2025, an estimated $206K.
  • Walkner Condon Financial Advisors first reported a position in Aflac in Q3 2025 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Aflac position peaked at $206K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.