FPH
AFL icon

Financial Planning Hawaii’s Aflac AFL Stock Holding History

Financial Planning Hawaii’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
Q2 		$782K Sell
6,667
-925
-12% -$106K 0.42% 53
2026
Q1 		$833K Sell
7,592
-40
-0.5% -$4.43K 0.49% 48
2025
Q4 		$842K Buy
+7,632
New +$841K 0.48% 48

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Financial Planning Hawaii's AFL Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Aflac (AFL) stake by 12% in Q2 2026, selling an estimated $106K and leaving 6,667 shares worth $782K. The position accounts for 0.42% of the portfolio, ranked #53.

Financial Planning Hawaii first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $842K in Q4 2025. 981 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Financial Planning Hawaii held 6,667 shares of Aflac worth $782K as of Q2 2026.
  • Financial Planning Hawaii sold 925 Aflac shares in Q2 2026, an estimated $106K.
  • Aflac made up 0.42% of Financial Planning Hawaii's portfolio in Q2 2026, its #53 holding.
  • Financial Planning Hawaii first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Aflac position peaked at $842K in Q4 2025.
  • 981 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.