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Consolidated Planning Corp’s Aflac AFL Stock Holding History

Consolidated Planning Corp’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 		$344K Sell
2,931
-89
-3% -$10.2K 0.05% 119
2026
Q1 		$331K Hold
3,020
– – 0.05% 113
2025
Q4 		$333K Hold
3,020
– – 0.03% 169
2025
Q3 		$337K Sell
3,020
-77,252
-96% -$8.11M 0.04% 157
2025
Q2 		$8.47M Buy
80,272
+389
+0.5% +$40.9K 1.06% 28
2025
Q1 		$8.88M Buy
79,883
+1,870
+2% +$198K 1.22% 21
2024
Q4 		$8.07M Sell
78,013
-95
-0.1% -$10.4K 1.1% 26
2024
Q3 		$8.73M Sell
78,108
-1,654
-2% -$168K 1.3% 18
2024
Q2 		$7.12M Buy
79,762
+76,262
+2,179% +$6.56M 1.18% 25
2024
Q1 		$301K Hold
3,500
– – 0.05% 137
2023
Q4 		$289K Buy
3,500
+153
+5% +$12.3K 0.05% 126
2023
Q3 		$257K Buy
3,347
+446
+15% +$33.1K 0.06% 132
2023
Q2 		$202K Sell
2,901
-350
-11% -$23.4K 0.04% 158
2023
Q1 		$210K Sell
3,251
-3,913
-55% -$268K 0.05% 117
2022
Q4 		$515K Buy
+7,164
New +$480K 0.14% 85
2021
Q4 		– Sell
-854
Closed -$45K – 75
2021
Q3 		$45K Buy
+854
New +$46.7K 0.03% 173

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Consolidated Planning Corp's AFL Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Aflac (AFL) stake by 2.9% in Q2 2026, selling an estimated $10.2K and leaving 2,931 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #119.

Consolidated Planning Corp first reported a position in AFL in Q3 2021 and has held it in 16 quarters since. The position peaked at $8.88M in Q1 2025. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Consolidated Planning Corp held 2,931 shares of Aflac worth $344K as of Q2 2026.
  • Consolidated Planning Corp sold 89 Aflac shares in Q2 2026, an estimated $10.2K.
  • Aflac made up 0.05% of Consolidated Planning Corp's portfolio in Q2 2026, its #119 holding.
  • Consolidated Planning Corp first reported a position in Aflac in Q3 2021 and has held it in 16 quarters since.
  • Consolidated Planning Corp's Aflac position peaked at $8.88M in Q1 2025.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.