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Mark Sheptoff Financial Planning’s Aflac AFL Stock Holding History

Mark Sheptoff 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
2025
Q3 		– Sell
-30
Closed -$3.16K – 488
2025
Q2 		$3.16K Buy
+30
New +$3.15K ﹤0.01% 432
2015
Q4 		– Sell
-474
Closed -$14K – 380
2015
Q3 		$14K Buy
474
+74
+19% +$2.24K 0.01% 226
2015
Q2 		$12K Hold
400
– – 0.01% 257
2015
Q1 		$13K Hold
400
– – 0.01% 246
2014
Q4 		$12K Sell
400
-3,400
-89% -$100K 0.01% 253
2014
Q3 		$111K Sell
3,800
-1,000
-21% -$30.4K 0.1% 136
2014
Q2 		$149K Hold
4,800
– – 0.13% 117
2014
Q1 		$151K Buy
+4,800
New +$153K 0.13% 112

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's AFL Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Aflac (AFL) in Q3 2025, closing a stake of 30 shares — an estimated $3.16K sold.

Mark Sheptoff Financial Planning first reported a position in AFL in Q1 2014 and held it in 8 quarters. The position peaked at $151K in Q1 2014. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 30 Aflac shares in Q3 2025, an estimated $3.16K.
  • Mark Sheptoff Financial Planning first reported a position in Aflac in Q1 2014 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Aflac position peaked at $151K in Q1 2014.
  • 1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.