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Willow Creek Wealth Management’s Aflac AFL Stock Holding History

Willow Creek Wealth Management’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 		$737K Hold
6,599
– – 0.06% 89
2025
Q2 		$696K Sell
6,599
-15
-0.2% -$1.58K 0.06% 82
2025
Q1 		$735K Hold
6,614
– – 0.07% 76
2024
Q4 		$684K Sell
6,614
-16
-0.2% -$1.75K 0.07% 77
2024
Q3 		$741K Buy
6,630
+47
+0.7% +$4.78K 0.08% 73
2024
Q2 		$588K Sell
6,583
-1
-0% -$86 0.07% 77
2024
Q1 		$565K Buy
6,584
+1
+0% +$82 0.07% 80
2023
Q4 		$543K Sell
6,583
-1
-0% -$81 0.07% 80
2023
Q3 		$505K Buy
6,584
+2
+0% +$148 0.08% 76
2023
Q2 		$459K Buy
6,582
+15
+0.2% +$1K 0.07% 88
2023
Q1 		$424K Sell
6,567
-13
-0.2% -$890 0.07% 81
2022
Q4 		$473K Buy
6,580
+74
+1% +$4.95K 0.08% 74
2022
Q3 		$366K Hold
6,506
– – 0.07% 81
2022
Q2 		$360K Hold
6,506
– – 0.07% 82
2022
Q1 		$419K Hold
6,506
– – 0.08% 68
2021
Q4 		$380K Hold
6,506
– – 0.08% 77
2021
Q3 		$339K Hold
6,506
– – 0.08% 79
2021
Q2 		$349K Buy
6,506
+130
+2% +$7.09K 0.08% 75
2021
Q1 		$326K Hold
6,376
– – 0.12% 61
2020
Q4 		$284K Hold
6,376
– – 0.11% 71
2020
Q3 		$232K Hold
6,376
– – 0.1% 75
2020
Q2 		$230K Hold
6,376
– – 0.1% 66
2020
Q1 		$218K Sell
6,376
-330
-5% -$15.1K 0.11% 59
2019
Q4 		$355K Hold
6,706
– – 0.16% 47
2019
Q3 		$351K Hold
6,706
– – 0.16% 46
2019
Q2 		$368K Hold
6,706
– – 0.18% 43
2019
Q1 		$335K Hold
6,706
– – 0.17% 46
2018
Q4 		$306K Hold
6,706
– – 0.16% 45
2018
Q3 		$316K Sell
6,706
-130
-2% -$5.95K 0.18% 43
2018
Q2 		$294K Hold
6,836
– – 0.17% 45
2018
Q1 		$299K Buy
+6,836
New +$303K 0.16% 46

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

Willow Creek Wealth Management's AFL Position: Q3 2025 in Review

Willow Creek Wealth Management held its Aflac (AFL) position steady in Q3 2025 at 6,599 shares worth $737K. The position accounts for 0.06% of the portfolio, ranked #89.

Willow Creek Wealth Management first reported a position in AFL in Q1 2018 and has held it in 31 quarters since. The position peaked at $741K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Willow Creek Wealth Management held 6,599 shares of Aflac worth $737K as of Q3 2025.
  • Willow Creek Wealth Management left its Aflac share count unchanged in Q3 2025.
  • Aflac made up 0.06% of Willow Creek Wealth Management's portfolio in Q3 2025, its #89 holding.
  • Willow Creek Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's Aflac position peaked at $741K in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.