Phillips Wealth Planners’s Aflac AFL Stock Holding History

Phillips Wealth Planners’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	$744K	Hold	6,439	–	–	0.56%	49
2025 Q4	$699K	Hold	6,439	–	–	0.56%	54
2025 Q3	$728K	Hold	6,439	–	–	0.6%	52
2025 Q2	$665K	Sell	6,439 -214	-3%	-$22.5K	0.6%	53
2025 Q1	$711K	Buy	6,653 +100	+2%	+$10.6K	0.75%	39
2024 Q4	$662K	Buy	6,553 +100	+2%	+$10.9K	0.66%	40
2024 Q3	$738K	Sell	6,453 -89	-1%	-$9.04K	0.71%	34
2024 Q2	$590K	Buy	6,542 +200	+3%	+$17.2K	0.62%	45
2024 Q1	$510K	Sell	6,342 -29	-0.5%	-$2.38K	0.59%	51
2023 Q4	$533K	Sell	6,371 -70	-1%	-$5.64K	0.64%	45
2023 Q3	$512K	Buy	6,441 +2	+0%	+$148	0.69%	45
2023 Q2	$449K	Buy	6,439 +4	+0.1%	+$268	0.59%	60
2023 Q1	$453K	Buy	+6,435	New	+$441K	0.6%	53

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

Phillips Wealth Planners's AFL Position: Q1 2026 in Review

Phillips Wealth Planners held its Aflac (AFL) position steady in Q1 2026 at 6,439 shares worth $744K. The position accounts for 0.56% of the portfolio, ranked #49.

Phillips Wealth Planners first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Phillips Wealth Planners held 6,439 shares of Aflac worth $744K as of Q1 2026.
Phillips Wealth Planners left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.56% of Phillips Wealth Planners's portfolio in Q1 2026, its #49 holding.
Phillips Wealth Planners first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.