Plancorp LLC’s Aflac AFL Stock Holding History

Plancorp LLC’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	–	Sell	-5,774	Closed	-$639K	–	426
2026 Q1	$639K	Sell	5,774 -4	-0.1%	-$443	0.02%	199
2025 Q4	$637K	Buy	5,778 +28	+0.5%	+$3.08K	0.02%	192
2025 Q3	$642K	Sell	5,750 -43	-0.7%	-$4.52K	0.02%	202
2025 Q2	$611K	Buy	5,793 +19	+0.3%	+$2K	0.02%	200
2025 Q1	$642K	Buy	5,774 +109	+2%	+$11.6K	0.03%	179
2024 Q4	$586K	Buy	5,665 +65	+1%	+$7.09K	0.02%	173
2024 Q3	$626K	Buy	5,600 +16	+0.3%	+$1.63K	0.03%	164
2024 Q2	$499K	Buy	5,584 +47	+0.8%	+$4.04K	0.02%	183
2024 Q1	$475K	Buy	5,537 +68	+1%	+$5.58K	0.02%	186
2023 Q4	$451K	Buy	5,469 +165	+3%	+$13.3K	0.02%	176
2023 Q3	$407K	Buy	5,304 +120	+2%	+$8.91K	0.02%	171
2023 Q2	$362K	Sell	5,184 -26	-0.5%	-$1.74K	0.02%	175
2023 Q1	$336K	Buy	5,210 +23	+0.4%	+$1.57K	0.02%	183
2022 Q4	$373K	Buy	5,187 +50	+1%	+$3.35K	0.02%	171
2022 Q3	$289K	Buy	5,137 +139	+3%	+$8.18K	0.02%	183
2022 Q2	$277K	Sell	4,998 -17	-0.3%	-$1K	0.02%	189
2022 Q1	$323K	Hold	5,015	–	–	0.02%	183
2021 Q4	$293K	Buy	5,015 +54	+1%	+$3.03K	0.02%	202
2021 Q3	$259K	Buy	4,961 +59	+1%	+$3.23K	0.02%	203
2021 Q2	$263K	Sell	4,902 -35	-0.7%	-$1.91K	0.02%	188
2021 Q1	$253K	Buy	4,937 +19	+0.4%	+$912	0.06%	183
2020 Q4	$219K	Buy	+4,918	New	+$201K	0.05%	187
2020 Q3	–	Sell	-5,744	Closed	-$207K	–	188
2020 Q2	$207K	Sell	5,744 -102	-2%	-$3.69K	0.06%	167
2020 Q1	$200K	Buy	5,846 +130	+2%	+$5.94K	0.08%	158
2019 Q4	$302K	Sell	5,716 -21	-0.4%	-$1.11K	0.09%	149
2019 Q3	$300K	Sell	5,737 -549	-9%	-$29K	0.11%	137
2019 Q2	$345K	Buy	6,286 +181	+3%	+$9.33K	0.14%	118
2019 Q1	$305K	Buy	6,105 +425	+7%	+$20.5K	0.12%	133
2018 Q4	$259K	Sell	5,680 -12	-0.2%	-$533	0.12%	129
2018 Q3	$268K	Sell	5,692 -15	-0.3%	-$686	0.11%	141
2018 Q2	$246K	Sell	5,707 -315	-5%	-$14.2K	0.1%	146
2018 Q1	$264K	Sell	6,022 -600	-9%	-$26.6K	0.08%	139
2017 Q4	$291K	Sell	6,622 -10	-0.2%	-$427	0.09%	137
2017 Q3	$269K	Sell	6,632 -14	-0.2%	-$564	0.08%	138
2017 Q2	$259K	Sell	6,646 -1,400	-17%	-$52.6K	0.08%	135
2017 Q1	$293K	Buy	8,046 +194	+2%	+$6.88K	0.09%	130
2016 Q4	$275K	Buy	+7,852	New	+$276K	0.08%	135

Other funds holding AFL

JPH

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Plancorp LLC's AFL Position: Q2 2026 in Review

Plancorp LLC sold out of Aflac (AFL) in Q2 2026, closing a stake of 5,774 shares — an estimated $639K sold.

Plancorp LLC first reported a position in AFL in Q4 2016 and held it in 37 quarters. The position peaked at $642K in Q3 2025. 469 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Plancorp LLC reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
Plancorp LLC sold 5,774 Aflac shares in Q2 2026, an estimated $639K.
Plancorp LLC first reported a position in Aflac in Q4 2016 and held it in 37 quarters.
Plancorp LLC's Aflac position peaked at $642K in Q3 2025.
469 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.