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Plan A Wealth’s Aflac AFL Stock Holding History

Plan A Wealth’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 		$722K Sell
6,455
-78
-1% -$9.35K 0.26% 55
2026
Q2 		$766K Buy
6,533
+217
+3% +$25K 0.33% 47
2026
Q1 		$693K Buy
6,316
+5
+0.1% +$554 0.33% 42
2025
Q4 		$696K Buy
6,311
+146
+2% +$16.1K 0.34% 43
2025
Q3 		$689K Buy
6,165
+439
+8% +$46.1K 0.35% 42
2025
Q2 		$604K Buy
5,726
+977
+21% +$103K 0.34% 51
2025
Q1 		$528K Buy
4,749
+5
+0.1% +$530 0.41% 43
2024
Q4 		$491K Buy
+4,744
New +$517K 0.45% 46

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Plan A Wealth's AFL Position: Q3 2026 in Review

Plan A Wealth reduced its Aflac (AFL) stake by 1.2% in Q3 2026, selling an estimated $9.35K and leaving 6,455 shares worth $722K. The position accounts for 0.26% of the portfolio, ranked #55.

Plan A Wealth first reported a position in AFL in Q4 2024 and has held it in 8 quarters since. The position peaked at $766K in Q2 2026. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Plan A Wealth held 6,455 shares of Aflac worth $722K as of Q3 2026.
  • Plan A Wealth sold 78 Aflac shares in Q3 2026, an estimated $9.35K.
  • Aflac made up 0.26% of Plan A Wealth's portfolio in Q3 2026, its #55 holding.
  • Plan A Wealth first reported a position in Aflac in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Aflac position peaked at $766K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.