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Pinnacle Wealth Planning Services’s Aflac AFL Stock Holding History

Pinnacle Wealth Planning Services’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 		$399K Buy
3,641
+19
+0.5% +$2.11K 0.04% 261
2025
Q4 		$399K Sell
3,622
-1
-0% -$110 0.04% 253
2025
Q3 		$405K Sell
3,623
-1
-0% -$105 0.05% 255
2025
Q2 		$382K Buy
3,624
+988
+37% +$104K 0.05% 244
2025
Q1 		$293K Buy
2,636
+26
+1% +$2.76K 0.04% 268
2024
Q4 		$270K Sell
2,610
-1,215
-32% -$132K 0.04% 275
2024
Q3 		$428K Sell
3,825
-11
-0.3% -$1.12K 0.06% 220
2024
Q2 		$343K Hold
3,836
– – 0.05% 257
2024
Q1 		$329K Buy
3,836
+11
+0.3% +$902 0.05% 275
2023
Q4 		$316K Hold
3,825
– – 0.05% 258
2023
Q3 		$294K Hold
3,825
– – 0.05% 257
2023
Q2 		$267K Hold
3,825
– – 0.04% 288
2023
Q1 		$247K Sell
3,825
-62
-2% -$4.24K 0.04% 315
2022
Q4 		$280K Buy
3,887
+54
+1% +$3.62K 0.05% 280
2022
Q3 		$215K Hold
3,833
– – 0.04% 311
2022
Q2 		$212K Buy
+3,833
New +$226K 0.04% 333
2021
Q3 		– Sell
-3,987
Closed -$214K – 380
2021
Q2 		$214K Sell
3,987
-36
-0.9% -$1.96K 0.05% 307
2021
Q1 		$206K Sell
4,023
-84
-2% -$4.03K 0.05% 298
2020
Q4 		$183K Buy
+4,107
New +$168K 0.04% 303
2020
Q1 		– Sell
-4,947
Closed -$261K – 236
2019
Q4 		$261K Buy
+4,947
New +$263K 0.12% 171

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

Pinnacle Wealth Planning Services's AFL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Aflac (AFL) stake by 0.52% in Q1 2026, buying an estimated $2.11K and bringing the position to 3,641 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #261.

Pinnacle Wealth Planning Services first reported a position in AFL in Q4 2019 and has held it in 20 quarters since. The position peaked at $428K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,641 shares of Aflac worth $399K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 19 Aflac shares in Q1 2026, an estimated $2.11K.
  • Aflac made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #261 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aflac in Q4 2019 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Aflac position peaked at $428K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.