Plan Group Financial
AFL icon

Plan Group Financial’s Aflac AFL Stock Holding History

Plan Group Financial’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 		$320K Hold
2,664
– – 0.06% 171
2026
Q2 		$312K Hold
2,664
– – 0.06% 172
2026
Q1 		$292K Hold
2,664
– – 0.07% 172
2025
Q4 		$294K Hold
2,664
– – 0.08% 155
2025
Q3 		$298K Buy
+2,664
New +$280K 0.08% 144

Other funds holding AFL

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Plan Group Financial's AFL Position: Q3 2026 in Review

Plan Group Financial held its Aflac (AFL) position steady in Q3 2026 at 2,664 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #171.

Plan Group Financial first reported a position in AFL in Q3 2025 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Plan Group Financial held 2,664 shares of Aflac worth $320K as of Q3 2026.
  • Plan Group Financial left its Aflac share count unchanged in Q3 2026.
  • Aflac made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #171 holding.
  • Plan Group Financial first reported a position in Aflac in Q3 2025 and has held it in 5 quarters since.
  • 499 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.