Next Level Wealth Planning’s Aflac AFL Stock Holding History

Next Level Wealth 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	$378K	Buy	3,450 +1	+0%	+$111	0.19%	44
2025 Q4	$380K	Buy	3,449 +1	+0%	+$110	0.2%	39
2025 Q3	$385K	Buy	3,448 +301	+10%	+$31.6K	0.22%	34
2025 Q2	$332K	Buy	3,147 +192	+6%	+$20.2K	0.21%	36
2025 Q1	$329K	Sell	2,955 -115	-4%	-$12.2K	0.25%	33
2024 Q4	$318K	Buy	+3,070	New	+$335K	0.25%	31

Other funds holding AFL

JPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Level Wealth Planning's AFL Position: Q1 2026 in Review

Next Level Wealth Planning increased its Aflac (AFL) stake by 0.03% in Q1 2026, buying an estimated $111 and bringing the position to 3,450 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #44.

Next Level Wealth Planning first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $385K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Next Level Wealth Planning held 3,450 shares of Aflac worth $378K as of Q1 2026.
Next Level Wealth Planning bought 1 Aflac share in Q1 2026, an estimated $111.
Aflac made up 0.19% of Next Level Wealth Planning's portfolio in Q1 2026, its #44 holding.
Next Level Wealth Planning first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Aflac position peaked at $385K in Q3 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.