HP
AFL icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Holistic Planning's AFL Position: Q1 2026 in Review

Holistic Planning increased its Aflac (AFL) stake by 0.11% in Q1 2026, buying an estimated $997 and bringing the position to 8,354 shares worth $917K. The position accounts for 0.18% of the portfolio, ranked #107.

Holistic Planning first reported a position in AFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $920K in Q4 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Holistic Planning held 8,354 shares of Aflac worth $917K as of Q1 2026.
  • Holistic Planning bought 9 Aflac shares in Q1 2026, an estimated $997.
  • Aflac made up 0.18% of Holistic Planning's portfolio in Q1 2026, its #107 holding.
  • Holistic Planning first reported a position in Aflac in Q4 2025 and has held it in 2 quarters since.
  • Holistic Planning's Aflac position peaked at $920K in Q4 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.