Creative Planning’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.6M | Buy |
260,338
+9,555
| +4% | +$1.06M | 0.02% | 322 |
|
|
2025
Q4 | $27.7M | Buy |
250,783
+15,902
| +7% | +$1.75M | 0.02% | 301 |
|
|
2025
Q3 | $26.2M | Buy |
234,881
+12,723
| +6% | +$1.34M | 0.02% | 302 |
|
|
2025
Q2 | $23.4M | Sell |
222,158
-5,559
| -2% | -$584K | 0.02% | 305 |
|
|
2025
Q1 | $25.3M | Buy |
227,717
+6,610
| +3% | +$701K | 0.02% | 271 |
|
|
2024
Q4 | $22.9M | Buy |
221,107
+651
| +0.3% | +$71K | 0.02% | 266 |
|
|
2024
Q3 | $24.6M | Sell |
220,456
-1,204
| -0.5% | -$122K | 0.02% | 241 |
|
|
2024
Q2 | $19.8M | Buy |
221,660
+14,268
| +7% | +$1.23M | 0.02% | 272 |
|
|
2024
Q1 | $17.8M | Buy |
207,392
+9,092
| +5% | +$745K | 0.02% | 292 |
|
|
2023
Q4 | $16.4M | Buy |
198,300
+9,208
| +5% | +$742K | 0.03% | 282 |
|
|
2023
Q3 | $14.5M | Buy |
189,092
+13,092
| +7% | +$972K | 0.02% | 292 |
|
|
2023
Q2 | $12.3M | Buy |
176,000
+13,117
| +8% | +$878K | 0.02% | 306 |
|
|
2023
Q1 | $10.5M | Sell |
162,883
-4,452
| -3% | -$305K | 0.02% | 322 |
|
|
2022
Q4 | $12M | Buy |
167,335
+5,328
| +3% | +$357K | 0.02% | 301 |
|
|
2022
Q3 | $9.11M | Sell |
162,007
-4,824
| -3% | -$284K | 0.02% | 323 |
|
|
2022
Q2 | $9.23M | Sell |
166,831
-32,410
| -16% | -$1.91M | 0.02% | 334 |
|
|
2022
Q1 | $12.8M | Buy |
199,241
+47,660
| +31% | +$2.98M | 0.02% | 286 |
|
|
2021
Q4 | $8.85M | Sell |
151,581
-1,526
| -1% | -$85.5K | 0.01% | 306 |
|
|
2021
Q3 | $7.98M | Buy |
153,107
+1,973
| +1% | +$108K | 0.01% | 305 |
|
|
2021
Q2 | $8.11M | Sell |
151,134
-44,961
| -23% | -$2.45M | 0.01% | 300 |
|
|
2021
Q1 | $10M | Buy |
196,095
+1,084
| +0.6% | +$52K | 0.02% | 274 |
|
|
2020
Q4 | $8.67M | Sell |
195,011
-7,433
| -4% | -$304K | 0.02% | 282 |
|
|
2020
Q3 | $7.36M | Buy |
202,444
+5,794
| +3% | +$211K | 0.02% | 264 |
|
|
2020
Q2 | $7.08M | Sell |
196,650
-8,248
| -4% | -$298K | 0.02% | 235 |
|
|
2020
Q1 | $7.02M | Sell |
204,898
-1,896
| -0.9% | -$86.7K | 0.02% | 213 |
|
|
2019
Q4 | $10.9M | Sell |
206,794
-5,412
| -3% | -$287K | 0.03% | 176 |
|
|
2019
Q3 | $11.1M | Buy |
212,206
+805
| +0.4% | +$42.5K | 0.04% | 167 |
|
|
2019
Q2 | $11.6M | Sell |
211,401
-6,891
| -3% | -$355K | 0.04% | 157 |
|
|
2019
Q1 | $10.9M | Buy |
218,292
+3,033
| +1% | +$146K | 0.04% | 154 |
|
|
2018
Q4 | $9.81M | Buy |
215,259
+26,724
| +14% | +$1.19M | 0.04% | 149 |
|
|
2018
Q3 | $8.87M | Sell |
188,535
-3,290
| -2% | -$151K | 0.03% | 180 |
|
|
2018
Q2 | $8.25M | Sell |
191,825
-3,306
| -2% | -$149K | 0.03% | 177 |
|
|
2018
Q1 | $8.54M | Buy |
195,131
+1,033
| +0.5% | +$45.7K | 0.03% | 162 |
|
|
2017
Q4 | $8.52M | Buy |
194,098
+3,812
| +2% | +$163K | 0.04% | 161 |
|
|
2017
Q3 | $7.74M | Sell |
190,286
-548
| -0.3% | -$22.1K | 0.04% | 169 |
|
|
2017
Q2 | $7.41M | Buy |
190,834
+4,606
| +2% | +$173K | 0.04% | 169 |
|
|
2017
Q1 | $6.74M | Buy |
186,228
+24
| +0% | +$851 | 0.04% | 178 |
|
|
2016
Q4 | $6.48M | Sell |
186,204
-3,734
| -2% | -$131K | 0.04% | 178 |
|
|
2016
Q3 | $6.83M | Buy |
189,938
+68,138
| +56% | +$2.48M | 0.04% | 163 |
|
|
2016
Q2 | $4.39M | Buy |
121,800
+1,790
| +1% | +$61.1K | 0.03% | 182 |
|
|
2016
Q1 | $3.79M | Sell |
120,010
-11,178
| -9% | -$332K | 0.03% | 191 |
|
|
2015
Q4 | $3.93M | Buy |
131,188
+25,866
| +25% | +$805K | 0.03% | 199 |
|
|
2015
Q3 | $3.06M | Buy |
105,322
+3,350
| +3% | +$101K | 0.03% | 218 |
|
|
2015
Q2 | $3.17M | Sell |
101,972
-656
| -0.6% | -$20.8K | 0.03% | 203 |
|
|
2015
Q1 | $3.29M | Buy |
102,628
+172
| +0.2% | +$5.25K | 0.03% | 198 |
|
|
2014
Q4 | $3.13M | Sell |
102,456
-7,668
| -7% | -$226K | 0.03% | 192 |
|
|
2014
Q3 | $3.21M | Sell |
110,124
-2,970
| -3% | -$90.4K | 0.04% | 177 |
|
|
2014
Q2 | $3.52M | Buy |
113,094
+572
| +0.5% | +$17.8K | 0.05% | 152 |
|
|
2014
Q1 | $3.55M | Buy |
112,522
+12,324
| +12% | +$392K | 0.05% | 130 |
|
|
2013
Q4 | $3.35M | Buy |
100,198
+1,538
| +2% | +$50.5K | 0.06% | 125 |
|
|
2013
Q3 | $3.06M | Buy |
98,660
+15,102
| +18% | +$455K | 0.06% | 107 |
|
|
2013
Q2 | $2.43M | Buy |
+83,558
| New | +$2.27M | 0.06% | 112 |
|
Other funds holding AFL
JPH
VCM
VPM
Creative Planning's AFL Position: Q1 2026 in Review
Creative Planning increased its Aflac (AFL) stake by 3.8% in Q1 2026, buying an estimated $1.06M and bringing the position to 260,338 shares worth $28.6M. The position accounts for 0.02% of the portfolio, ranked #322.
Creative Planning first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Creative Planning held 260,338 shares of Aflac worth $28.6M as of Q1 2026.
- Creative Planning bought 9,555 Aflac shares in Q1 2026, an estimated $1.06M.
- Aflac made up 0.02% of Creative Planning's portfolio in Q1 2026, its #322 holding.
- Creative Planning first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
- 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.