Creative Planning’s Aflac AFL Stock Holding History

Creative 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
2019 Q2	–	Sell	-20,200	Closed	-$1K	–	2022
2019 Q1	$1K	Hold	20,200	–	–	﹤0.01%	1948
2018 Q4	$16K	Buy	+20,200	New	+$898K	﹤0.01%	1804

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

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.