CPL
AFL icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital & Planning LLC's AFL Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Aflac (AFL) in Q1 2026: 455 shares worth $49.9K. The stake represents 0.03% of the portfolio and ranks #55 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in AFL as recently as Q4 2024.

Capital & Planning LLC first reported a position in AFL in Q4 2024 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Capital & Planning LLC held 455 shares of Aflac worth $49.9K as of Q1 2026.
  • Aflac was a new Capital & Planning LLC position in Q1 2026.
  • Aflac made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #55 holding.
  • Capital & Planning LLC first reported a position in Aflac in Q4 2024 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.