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AFLAC Incorporated shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in AFLAC Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in AFLAC Incorporated by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.3M 80k 103.44
2024-09-30 $19M 168k 111.80
2023-12-31 $251k 3.0k 82.50
2023-09-30 $206k 2.7k 76.75
2022-12-31 $205k 2.9k 71.94

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Select Sector Spdr Tr Communication (XLC)
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View all positions for Congress Wealth Management LLC / DE /

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
First Trust Advisors
Legal & General Group
Alliancebernstein
Dimensional Fund Advisors
Invesco
Bank of New York Mellon

View all funds holding AFLAC Incorporated