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 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

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plan Group Financial's AFL Position: Q2 2026 in Review

Plan Group Financial held its Aflac (AFL) position steady in Q2 2026 at 2,664 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #172.

Plan Group Financial first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Plan Group Financial held 2,664 shares of Aflac worth $312K as of Q2 2026.
Plan Group Financial left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #172 holding.
Plan Group Financial first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.