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Center for Financial Planning’s Aflac AFL Stock Holding History

Center for Financial Planning’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 		$127K Hold
1,086
– – 0.01% 214
2026
Q1 		$119K Sell
1,086
-39
-3% -$4.32K 0.01% 212
2025
Q4 		$124K Buy
1,125
+39
+4% +$4.3K 0.01% 204
2025
Q3 		$121K Hold
1,086
– – 0.01% 209
2025
Q2 		$115K Hold
1,086
– – 0.01% 206
2025
Q1 		$121K Hold
1,086
– – 0.02% 186
2024
Q4 		$112K Sell
1,086
-14
-1% -$1.53K 0.02% 191
2024
Q3 		$123K Hold
1,100
– – 0.02% 175
2024
Q2 		$98.2K Hold
1,100
– – 0.01% 181
2024
Q1 		$94.4K Hold
1,100
– – 0.01% 189
2023
Q4 		$90.8K Hold
1,100
– – 0.02% 177
2023
Q3 		$84.4K Hold
1,100
– – 0.02% 180
2023
Q2 		$76.8K Hold
1,100
– – 0.02% 186
2023
Q1 		$71K Hold
1,100
– – 0.02% 185
2022
Q4 		$79.1K Hold
1,100
– – 0.02% 182
2022
Q3 		$62K Hold
1,100
– – 0.02% 192
2022
Q2 		$61K Hold
1,100
– – 0.02% 203
2022
Q1 		$71K Hold
1,100
– – 0.01% 201
2021
Q4 		$64K Hold
1,100
– – 0.01% 209
2021
Q3 		$57K Hold
1,100
– – 0.01% 208
2021
Q2 		$59K Hold
1,100
– – 0.01% 204
2021
Q1 		$56K Hold
1,100
– – 0.01% 205
2020
Q4 		$49K Hold
1,100
– – 0.01% 200
2020
Q3 		$40K Hold
1,100
– – 0.01% 202
2020
Q2 		$40K Hold
1,100
– – 0.01% 204
2020
Q1 		$38K Hold
1,100
– – 0.01% 196
2019
Q4 		$58K Buy
+1,100
New +$58.4K 0.01% 171

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Center for Financial Planning's AFL Position: Q2 2026 in Review

Center for Financial Planning held its Aflac (AFL) position steady in Q2 2026 at 1,086 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #214.

Center for Financial Planning first reported a position in AFL in Q4 2019 and has held it in 27 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Center for Financial Planning held 1,086 shares of Aflac worth $127K as of Q2 2026.
  • Center for Financial Planning left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #214 holding.
  • Center for Financial Planning first reported a position in Aflac in Q4 2019 and has held it in 27 quarters since.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.