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Wipfli Financial Advisors’s Aflac AFL Stock Holding History

Wipfli 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
2022
Q3 		$437K Buy
+7,769
New +$457K 0.03% 257

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wipfli Financial Advisors's AFL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Aflac (AFL) in Q3 2022: 7,769 shares worth $437K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

1,183 funds tracked by Wall St. Rank hold AFL as of Q3 2022.

  • Wipfli Financial Advisors held 7,769 shares of Aflac worth $437K as of Q3 2022.
  • Aflac was a new Wipfli Financial Advisors position in Q3 2022.
  • Aflac made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #257 holding.
  • 1,183 funds tracked by Wall St. Rank held Aflac as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.