PP
AFL icon

PDS Planning’s Aflac AFL Stock Holding History

PDS 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 		$403K Buy
3,440
+26
+0.8% +$2.99K 0.02% 335
2026
Q1 		$375K Buy
3,414
+52
+2% +$5.76K 0.02% 334
2025
Q4 		$371K Buy
3,362
+28
+0.8% +$3.08K 0.02% 321
2025
Q3 		$372K Buy
3,334
+78
+2% +$8.19K 0.03% 316
2025
Q2 		$343K Sell
3,256
-85
-3% -$8.93K 0.03% 319
2025
Q1 		$371K Buy
3,341
+260
+8% +$27.6K 0.03% 274
2024
Q4 		$319K Sell
3,081
-28
-0.9% -$3.05K 0.03% 280
2024
Q3 		$348K Sell
3,109
-15
-0.5% -$1.52K 0.03% 262
2024
Q2 		$279K Buy
3,124
+363
+13% +$31.2K 0.03% 274
2024
Q1 		$237K Buy
2,761
+125
+5% +$10.2K 0.02% 320
2023
Q4 		$217K Buy
+2,636
New +$212K 0.02% 315

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

PDS Planning's AFL Position: Q2 2026 in Review

PDS Planning increased its Aflac (AFL) stake by 0.76% in Q2 2026, buying an estimated $2.99K and bringing the position to 3,440 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #335.

PDS Planning first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • PDS Planning held 3,440 shares of Aflac worth $403K as of Q2 2026.
  • PDS Planning bought 26 Aflac shares in Q2 2026, an estimated $2.99K.
  • Aflac made up 0.02% of PDS Planning's portfolio in Q2 2026, its #335 holding.
  • PDS Planning first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.