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Williamson Legacy Group’s Aflac AFL Stock Holding History

Williamson Legacy Group’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
-5,738
Closed -$605K – 99
2025
Q2 		$605K Buy
5,738
+1,001
+21% +$105K 0.51% 83
2025
Q1 		$527K Buy
4,737
+377
+9% +$40K 0.5% 79
2024
Q4 		$451K Buy
4,360
+847
+24% +$92.4K 0.3% 87
2024
Q3 		$393K Buy
+3,513
New +$357K 0.26% 90

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

Williamson Legacy Group's AFL Position: Q3 2025 in Review

Williamson Legacy Group sold out of Aflac (AFL) in Q3 2025, closing a stake of 5,738 shares — an estimated $605K sold.

Williamson Legacy Group first reported a position in AFL in Q3 2024 and held it in 4 quarters. The position peaked at $605K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Williamson Legacy Group reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 5,738 Aflac shares in Q3 2025, an estimated $605K.
  • Williamson Legacy Group first reported a position in Aflac in Q3 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Aflac position peaked at $605K in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.