Planned Solutions’s Aflac AFL Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-1,450	Closed	-$162K	–	126
2024 Q3	$162K	Buy	+1,450	New	+$147K	0.07%	138
2024 Q1	–	Sell	-1,450	Closed	-$120K	–	110
2023 Q4	$120K	Buy	+1,450	New	+$117K	0.06%	158

Other funds holding AFL

JPH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Planned Solutions's AFL Position: Q4 2024 in Review

Planned Solutions sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,450 shares — an estimated $162K sold.

Planned Solutions first reported a position in AFL in Q4 2023 and held it in 2 quarters. The position peaked at $162K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Planned Solutions reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,450 Aflac shares in Q4 2024, an estimated $162K.
Planned Solutions first reported a position in Aflac in Q4 2023 and held it in 2 quarters.
Planned Solutions's Aflac position peaked at $162K in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.