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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
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

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

Plan A Wealth's AFL Position: Q2 2026 in Review

Plan A Wealth increased its Aflac (AFL) stake by 3.4% in Q2 2026, buying an estimated $25K and bringing the position to 6,533 shares worth $766K. The position accounts for 0.33% of the portfolio, ranked #47.

Plan A Wealth first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Plan A Wealth held 6,533 shares of Aflac worth $766K as of Q2 2026.
  • Plan A Wealth bought 217 Aflac shares in Q2 2026, an estimated $25K.
  • Aflac made up 0.33% of Plan A Wealth's portfolio in Q2 2026, its #47 holding.
  • Plan A Wealth first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.