NLWP
AFL icon

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
Q2 		$405K Buy
3,451
+1
+0% +$115 0.18% 49
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
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

Next Level Wealth Planning's AFL Position: Q2 2026 in Review

Next Level Wealth Planning increased its Aflac (AFL) stake by 0.03% in Q2 2026, buying an estimated $115 and bringing the position to 3,451 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #49.

Next Level Wealth Planning first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Next Level Wealth Planning held 3,451 shares of Aflac worth $405K as of Q2 2026.
  • Next Level Wealth Planning bought 1 Aflac share in Q2 2026, an estimated $115.
  • Aflac made up 0.18% of Next Level Wealth Planning's portfolio in Q2 2026, its #49 holding.
  • Next Level Wealth Planning first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.