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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
Q2 		$782K Hold
6,439
– – 0.58% 51
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
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

Phillips Wealth Planners's AFL Position: Q2 2026 in Review

Phillips Wealth Planners held its Aflac (AFL) position steady in Q2 2026 at 6,439 shares worth $782K. The position accounts for 0.58% of the portfolio, ranked #51.

Phillips Wealth Planners first reported a position in AFL in Q1 2023 and has held it in 14 quarters since. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Phillips Wealth Planners held 6,439 shares of Aflac worth $782K as of Q2 2026.
  • Phillips Wealth Planners left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.58% of Phillips Wealth Planners's portfolio in Q2 2026, its #51 holding.
  • Phillips Wealth Planners first reported a position in Aflac in Q1 2023 and has held it in 14 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.