Holistic Planning’s Aflac AFL Stock Holding History

Holistic 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
2026 Q2	$984K	Buy	8,393 +39	+0.5%	+$4.49K	0.15%	132
2026 Q1	$917K	Buy	8,354 +9	+0.1%	+$997	0.18%	107
2025 Q4	$920K	Buy	+8,345	New	+$919K	0.2%	101

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

Holistic Planning's AFL Position: Q2 2026 in Review

Holistic Planning increased its Aflac (AFL) stake by 0.47% in Q2 2026, buying an estimated $4.49K and bringing the position to 8,393 shares worth $984K. The position accounts for 0.15% of the portfolio, ranked #132.

Holistic Planning first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Holistic Planning held 8,393 shares of Aflac worth $984K as of Q2 2026.
Holistic Planning bought 39 Aflac shares in Q2 2026, an estimated $4.49K.
Aflac made up 0.15% of Holistic Planning's portfolio in Q2 2026, its #132 holding.
Holistic Planning first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.