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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's AFL Position: Q2 2026 in Review

Creative Planning increased its Aflac (AFL) stake by 17% in Q2 2026, buying an estimated $5.14M and bringing the position to 305,002 shares worth $35.8M. The position accounts for 0.02% of the portfolio, ranked #308.

Creative Planning first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Creative Planning held 305,002 shares of Aflac worth $35.8M as of Q2 2026.
Creative Planning bought 44,664 Aflac shares in Q2 2026, an estimated $5.14M.
Aflac made up 0.02% of Creative Planning's portfolio in Q2 2026, its #308 holding.
Creative Planning first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.