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Cornerstone Planning Group’s Aflac AFL Stock Holding History

Cornerstone Planning Group’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 		$39.3K Buy
344
+168
+95% +$18.6K 0.01% 462
2025
Q4 		$19.2K Buy
176
+173
+5,767% +$19.1K ﹤0.01% 598
2025
Q3 		$318 Sell
3
-130
-98% -$13.7K ﹤0.01% 1569
2025
Q2 		$13.2K Sell
133
-35
-21% -$3.68K ﹤0.01% 493
2025
Q1 		$18.2K Buy
168
+10
+6% +$1.06K ﹤0.01% 434
2024
Q4 		$17.1K Buy
158
+14
+10% +$1.53K ﹤0.01% 334
2024
Q3 		$15.9K Sell
144
-63
-30% -$6.4K ﹤0.01% 340
2024
Q2 		$20K Buy
207
+6
+3% +$516 0.01% 315
2024
Q1 		$16.7K Buy
201
+1
+0.5% +$82 0.01% 316
2023
Q4 		$16.5K Hold
200
– – 0.01% 344
2023
Q3 		$15.4K Buy
200
+7
+4% +$520 0.01% 350
2023
Q2 		$13.5K Buy
+193
New +$12.9K 0.01% 546
2022
Q4 		$13.6K Buy
+191
New +$12.8K 0.01% 549

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

Cornerstone Planning Group's AFL Position: Q1 2026 in Review

Cornerstone Planning Group increased its Aflac (AFL) stake by 95% in Q1 2026, buying an estimated $18.6K and bringing the position to 344 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #462.

Cornerstone Planning Group first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Cornerstone Planning Group held 344 shares of Aflac worth $39.3K as of Q1 2026.
  • Cornerstone Planning Group bought 168 Aflac shares in Q1 2026, an estimated $18.6K.
  • Aflac made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #462 holding.
  • Cornerstone Planning Group first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.