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Kerr Financial Planning’s Aflac AFL Stock Holding History

Kerr Financial 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 		$431K Buy
3,681
+3
+0.1% +$345 0.48% 46
2026
Q1 		$430K Buy
3,678
+3
+0.1% +$332 0.3% 42
2025
Q4 		$433K Buy
3,675
+2
+0.1% +$220 0.59% 38
2025
Q3 		$415K Buy
+3,673
New +$386K 0.58% 34

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kerr Financial Planning increased its Aflac (AFL) stake by 0.08% in Q2 2026, buying an estimated $345 and bringing the position to 3,681 shares worth $431K. The position accounts for 0.48% of the portfolio, ranked #46.

Kerr Financial Planning first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Kerr Financial Planning held 3,681 shares of Aflac worth $431K as of Q2 2026.
  • Kerr Financial Planning bought 3 Aflac shares in Q2 2026, an estimated $345.
  • Aflac made up 0.48% of Kerr Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Kerr Financial Planning first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Aflac position peaked at $433K in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.