Pinnacle Wealth Planning Services
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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
Q3 		$368K Sell
3,291
-371
-10% -$44.5K 0.04% 299
2026
Q2 		$429K Buy
3,662
+21
+0.6% +$2.42K 0.04% 259
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

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's AFL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Aflac (AFL) stake by 10% in Q3 2026, selling an estimated $44.5K and leaving 3,291 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #299.

Pinnacle Wealth Planning Services first reported a position in AFL in Q4 2019 and has held it in 22 quarters since. The position peaked at $429K in Q2 2026. 970 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,291 shares of Aflac worth $368K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 371 Aflac shares in Q3 2026, an estimated $44.5K.
  • Aflac made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #299 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aflac in Q4 2019 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Aflac position peaked at $429K in Q2 2026.
  • 970 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.