WOC
AFL icon

West Oak Capital’s Aflac AFL Stock Holding History

West Oak Capital’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 		$731K Sell
6,545
-1,000
-13% -$105K 0.29% 66
2025
Q2 		$796K Sell
7,545
-600
-7% -$63K 0.31% 66
2025
Q1 		$906K Sell
8,145
-1,065
-12% -$113K 0.35% 64
2024
Q4 		$953K Hold
9,210
– – 0.34% 63
2024
Q3 		$1.03M Sell
9,210
-25
-0.3% -$2.54K 0.19% 61
2024
Q2 		$825K Hold
9,235
– – 0.33% 64
2024
Q1 		$793K Hold
9,235
– – 0.34% 64
2023
Q4 		$764K Hold
9,235
– – 0.36% 66
2023
Q3 		$709K Hold
9,235
– – 0.35% 68
2023
Q2 		$645K Buy
9,235
+200
+2% +$13.4K 0.31% 73
2023
Q1 		$583K Sell
9,035
-835
-8% -$57.2K 0.3% 76
2022
Q4 		$710K Hold
9,870
– – 0.37% 68
2022
Q3 		$555K Hold
9,870
– – 0.3% 74
2022
Q2 		$546K Sell
9,870
-150
-1% -$8.85K 0.29% 77
2022
Q1 		$645K Sell
10,020
-250
-2% -$15.7K 0.29% 71
2021
Q4 		$600K Sell
10,270
-2,575
-20% -$144K 0.22% 80
2021
Q3 		$670K Hold
12,845
– – 0.26% 75
2021
Q2 		$689K Hold
12,845
– – 0.27% 75
2021
Q1 		$657K Buy
12,845
+65
+0.5% +$3.12K 0.28% 73
2020
Q4 		$568K Hold
12,780
– – 0.26% 74
2020
Q3 		$465K Sell
12,780
-700
-5% -$25.5K 0.26% 73
2020
Q2 		$486K Sell
13,480
-400
-3% -$14.4K 0.28% 75
2020
Q1 		$475K Sell
13,880
-350
-2% -$16K 0.33% 70
2019
Q4 		$753K Sell
14,230
-1,025
-7% -$54.4K 0.42% 65
2019
Q3 		$798K Hold
15,255
– – 0.47% 59
2019
Q2 		$836K Sell
15,255
-100
-0.7% -$5.16K 0.5% 58
2019
Q1 		$768K Sell
15,355
-355
-2% -$17.1K 0.48% 60
2018
Q4 		$716K Hold
15,710
– – 0.51% 60
2018
Q3 		$739K Hold
15,710
– – 0.43% 69
2018
Q2 		$676K Hold
15,710
– – 0.41% 71
2018
Q1 		$687K Sell
15,710
-1,400
-8% -$62K 0.41% 69
2017
Q4 		$751K Sell
17,110
-150
-0.9% -$6.4K 0.46% 65
2017
Q3 		$702K Sell
17,260
-400
-2% -$16.1K 0.42% 72
2017
Q2 		$686K Sell
17,660
-190
-1% -$7.14K 0.42% 72
2017
Q1 		$646K Buy
17,850
+310
+2% +$11K 0.4% 71
2016
Q4 		$610K Sell
17,540
-2,480
-12% -$87.3K 0.41% 70
2016
Q3 		$719K Sell
20,020
-100
-0.5% -$3.64K 0.5% 65
2016
Q2 		$726K Sell
20,120
-2,150
-10% -$73.4K 0.52% 64
2016
Q1 		$703K Sell
22,270
-2,580
-10% -$76.6K 0.54% 63
2015
Q4 		$744K Sell
24,850
-6,950
-22% -$216K 0.58% 58
2015
Q3 		$924K Sell
31,800
-4,880
-13% -$148K 0.75% 54
2015
Q2 		$1.14M Sell
36,680
-8,050
-18% -$255K 0.85% 47
2015
Q1 		$1.43M Buy
44,730
+1,220
+3% +$37.2K 1.05% 37
2014
Q4 		$1.33M Sell
43,510
-2,450
-5% -$72.4K 0.97% 39
2014
Q3 		$1.34M Sell
45,960
-1,140
-2% -$34.7K 1% 39
2014
Q2 		$1.47M Sell
47,100
-10
-0% -$312 1.06% 35
2014
Q1 		$1.48M Buy
47,110
+1,170
+3% +$37.2K 1.09% 33
2013
Q4 		$1.53M Buy
45,940
+1,540
+3% +$50.5K 1.13% 31
2013
Q3 		$1.38M Buy
44,400
+23,380
+111% +$704K 1.08% 31
2013
Q2 		$611K Buy
+21,020
New +$570K 0.51% 64

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

West Oak Capital's AFL Position: Q3 2025 in Review

West Oak Capital reduced its Aflac (AFL) stake by 13% in Q3 2025, selling an estimated $105K and leaving 6,545 shares worth $731K. The position accounts for 0.29% of the portfolio, ranked #66.

West Oak Capital first reported a position in AFL in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.53M in Q4 2013. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • West Oak Capital held 6,545 shares of Aflac worth $731K as of Q3 2025.
  • West Oak Capital sold 1,000 Aflac shares in Q3 2025, an estimated $105K.
  • Aflac made up 0.29% of West Oak Capital's portfolio in Q3 2025, its #66 holding.
  • West Oak Capital first reported a position in Aflac in Q2 2013 and has held it in 50 quarters since.
  • West Oak Capital's Aflac position peaked at $1.53M in Q4 2013.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.