Capital & Planning LLC’s Aflac AFL Stock Holding History

Capital & Planning LLC’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
2026 Q2	–	Sell	-455	Closed	-$49.9K	–	47
2026 Q1	$49.9K	Buy	+455	New	+$50.4K	0.03%	55
2025 Q1	–	Sell	-455	Closed	-$47.1K	–	38
2024 Q4	$47.1K	Buy	+455	New	+$49.6K	0.03%	52

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital & Planning LLC's AFL Position: Q2 2026 in Review

Capital & Planning LLC sold out of Aflac (AFL) in Q2 2026, closing a stake of 455 shares — an estimated $49.9K sold.

Capital & Planning LLC first reported a position in AFL in Q4 2024 and held it in 2 quarters. The position peaked at $49.9K in Q1 2026. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Capital & Planning LLC reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 455 Aflac shares in Q2 2026, an estimated $49.9K.
Capital & Planning LLC first reported a position in Aflac in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Aflac position peaked at $49.9K in Q1 2026.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.