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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plan Group Financial's AFL Position: Q1 2026 in Review

Plan Group Financial held its Aflac (AFL) position steady in Q1 2026 at 2,664 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #172.

Plan Group Financial first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $298K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Plan Group Financial held 2,664 shares of Aflac worth $292K as of Q1 2026.
  • Plan Group Financial left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.07% of Plan Group Financial's portfolio in Q1 2026, its #172 holding.
  • Plan Group Financial first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • Plan Group Financial's Aflac position peaked at $298K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.