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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Consolidated Planning Corp's AFL Position: Q1 2026 in Review

Consolidated Planning Corp held its Aflac (AFL) position steady in Q1 2026 at 3,020 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #113.

Consolidated Planning Corp first reported a position in AFL in Q3 2021 and has held it in 15 quarters since. The position peaked at $8.88M in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Consolidated Planning Corp held 3,020 shares of Aflac worth $331K as of Q1 2026.
Consolidated Planning Corp left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.05% of Consolidated Planning Corp's portfolio in Q1 2026, its #113 holding.
Consolidated Planning Corp first reported a position in Aflac in Q3 2021 and has held it in 15 quarters since.
Consolidated Planning Corp's Aflac position peaked at $8.88M in Q1 2025.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.