West Financial Advisors’s Aflac AFL Stock Holding History

West 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 Q3	–	Sell	-105	Closed	-$11.1K	–	193
2025 Q2	$11.1K	Hold	105	–	–	﹤0.01%	149
2025 Q1	$11.7K	Hold	105	–	–	﹤0.01%	145
2024 Q4	$10.9K	Hold	105	–	–	﹤0.01%	150
2024 Q3	$11.7K	Hold	105	–	–	﹤0.01%	147
2024 Q2	$9.38K	Hold	105	–	–	﹤0.01%	122
2024 Q1	$9.02K	Hold	105	–	–	﹤0.01%	123
2023 Q4	$8.66K	Hold	105	–	–	﹤0.01%	127
2023 Q3	$8.06K	Hold	105	–	–	﹤0.01%	135
2023 Q2	$7.33K	Buy	+105	New	+$7.03K	﹤0.01%	133
2022 Q4	–	Sell	-7,691	Closed	-$432K	–	167
2022 Q3	$432K	Buy	7,691 +22	+0.3%	+$1.29K	0.13%	41
2022 Q2	$424K	Hold	7,669	–	–	0.12%	38
2022 Q1	$494K	Hold	7,669	–	–	0.13%	39
2021 Q4	$448K	Hold	7,669	–	–	0.12%	40
2021 Q3	$400K	Hold	7,669	–	–	0.12%	39
2021 Q2	$412K	Hold	7,669	–	–	0.13%	35
2021 Q1	$392K	Sell	7,669 -100	-1%	-$4.8K	0.13%	35
2020 Q4	$345K	Buy	+7,769	New	+$318K	0.12%	37

Other funds holding AFL

JPH

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

West Financial Advisors's AFL Position: Q3 2025 in Review

West Financial Advisors sold out of Aflac (AFL) in Q3 2025, closing a stake of 105 shares — an estimated $11.1K sold.

West Financial Advisors first reported a position in AFL in Q4 2020 and held it in 17 quarters. The position peaked at $494K in Q1 2022. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

West Financial Advisors reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
West Financial Advisors sold 105 Aflac shares in Q3 2025, an estimated $11.1K.
West Financial Advisors first reported a position in Aflac in Q4 2020 and held it in 17 quarters.
West Financial Advisors's Aflac position peaked at $494K in Q1 2022.
1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.