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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PDS Planning's AFL Position: Q1 2026 in Review

PDS Planning increased its Aflac (AFL) stake by 1.5% in Q1 2026, buying an estimated $5.76K and bringing the position to 3,414 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #334.

PDS Planning first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • PDS Planning held 3,414 shares of Aflac worth $375K as of Q1 2026.
  • PDS Planning bought 52 Aflac shares in Q1 2026, an estimated $5.76K.
  • Aflac made up 0.02% of PDS Planning's portfolio in Q1 2026, its #334 holding.
  • PDS Planning first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.