Lakeshore Financial Planning’s Aflac AFL Stock Holding History

Lakeshore 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	$384K	Buy	3,272 +2	+0.1%	+$230	0.12%	57
2026 Q1	$359K	Buy	3,270 +1	+0%	+$111	0.13%	52
2025 Q4	$360K	Buy	3,269 +3	+0.1%	+$330	0.13%	51
2025 Q3	$365K	Sell	3,266 -345	-10%	-$36.2K	0.14%	48
2025 Q2	$381K	Sell	3,611 -187	-5%	-$19.6K	0.15%	44
2025 Q1	$422K	Sell	3,798 -6	-0.2%	-$636	0.18%	39
2024 Q4	$394K	Buy	3,804 +3	+0.1%	+$327	0.17%	40
2024 Q3	$425K	Buy	3,801 +1	+0%	+$102	0.19%	38
2024 Q2	$339K	Sell	3,800 -68	-2%	-$5.85K	0.17%	43
2024 Q1	$332K	Sell	3,868 -2,498	-39%	-$205K	0.17%	41
2023 Q4	$525K	Buy	6,366 +4	+0.1%	+$322	0.29%	24
2023 Q3	$488K	Buy	+6,362	New	+$472K	0.28%	27

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Lakeshore Financial Planning increased its Aflac (AFL) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 3,272 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #57.

Lakeshore Financial Planning first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $525K in Q4 2023. 779 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Lakeshore Financial Planning held 3,272 shares of Aflac worth $384K as of Q2 2026.
Lakeshore Financial Planning bought 2 Aflac shares in Q2 2026, an estimated $230.
Aflac made up 0.12% of Lakeshore Financial Planning's portfolio in Q2 2026, its #57 holding.
Lakeshore Financial Planning first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Aflac position peaked at $525K in Q4 2023.
779 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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