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AFLAC Incorporated shares owned by Circle Wealth Management

Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in AFLAC Incorporated

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All positions including AFLAC Incorporated held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AFLAC Incorporated by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 1.9k 111.69

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding AFLAC Incorporated

Japan Post Holdings
Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Geode Capital Management
Morgan Stanley
Northern Trust
Ubs Global Asset Management Americas
Dimensional Fund Advisors
Goldman Sachs Group
Legal & General Group
Invesco
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding AFLAC Incorporated