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Plante Moran Financial Advisors’s Aflac AFL Stock Holding History

Plante Moran Financial Advisors’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 		$93.7K Buy
854
+332
+64% +$36.8K 0.01% 231
2025
Q4 		$57.6K Sell
522
-1,268
-71% -$140K ﹤0.01% 306
2025
Q3 		$200K Hold
1,790
– – 0.01% 169
2025
Q2 		$189K Sell
1,790
-175
-9% -$18.4K 0.01% 165
2025
Q1 		$219K Buy
1,965
+92
+5% +$9.76K 0.02% 161
2024
Q4 		$194K Sell
1,873
-29
-2% -$3.16K 0.02% 178
2024
Q3 		$213K Buy
1,902
+379
+25% +$38.5K 0.02% 176
2024
Q2 		$136K Hold
1,523
– – 0.01% 208
2024
Q1 		$131K Sell
1,523
-58
-4% -$4.75K 0.01% 214
2023
Q4 		$130K Sell
1,581
-539
-25% -$43.4K 0.01% 220
2023
Q3 		$163K Hold
2,120
– – 0.02% 169
2023
Q2 		$148K Hold
2,120
– – 0.02% 193
2023
Q1 		$137K Buy
2,120
+4
+0.2% +$274 0.02% 190
2022
Q4 		$152K Buy
2,116
+3
+0.1% +$201 0.02% 180
2022
Q3 		$119K Buy
2,113
+205
+11% +$12.1K 0.02% 190
2022
Q2 		$106K Buy
1,908
+4
+0.2% +$236 0.02% 206
2022
Q1 		$123K Sell
1,904
-159
-8% -$9.96K 0.02% 208
2021
Q4 		$120K Buy
2,063
+167
+9% +$9.36K 0.02% 225
2021
Q3 		$99K Buy
1,896
+4
+0.2% +$219 0.02% 273
2021
Q2 		$102K Sell
1,892
-197
-9% -$10.7K 0.02% 245
2021
Q1 		$107K Buy
2,089
+603
+41% +$28.9K 0.03% 240
2020
Q4 		$66K Buy
1,486
+90
+6% +$3.68K 0.02% 304
2020
Q3 		$51K Buy
1,396
+27
+2% +$983 0.02% 316
2020
Q2 		$49K Sell
1,369
-27
-2% -$975 0.02% 292
2020
Q1 		$48K Buy
1,396
+7
+0.5% +$320 0.02% 263
2019
Q4 		$73K Buy
1,389
+871
+168% +$46.2K 0.03% 263
2019
Q3 		$27K Buy
518
+28
+6% +$1.48K 0.01% 432
2019
Q2 		$27K Buy
490
+3
+0.6% +$155 0.01% 435
2019
Q1 		$24K Buy
487
+439
+915% +$21.2K 0.01% 447
2018
Q4 		$2K Hold
48
– – ﹤0.01% 686
2018
Q3 		$2K Sell
48
-437
-90% -$20K ﹤0.01% 675
2018
Q2 		$21K Buy
485
+2
+0.4% +$90 0.01% 463
2018
Q1 		$21K Buy
483
+51
+12% +$2.26K 0.01% 488
2017
Q4 		$19K Sell
432
-1,614
-79% -$68.9K 0.01% 506
2017
Q3 		$83K Buy
2,046
+2
+0.1% +$81 0.05% 231
2017
Q2 		$79K Buy
2,044
+28
+1% +$1.05K 0.05% 242
2017
Q1 		$73K Buy
2,016
+1,274
+172% +$45.1K 0.04% 251
2016
Q4 		$26K Buy
742
+288
+63% +$10.1K 0.02% 440
2016
Q3 		$16K Sell
454
-328
-42% -$11.9K 0.01% 523
2016
Q2 		$28K Buy
782
+48
+7% +$1.64K 0.02% 375
2016
Q1 		$23K Buy
734
+392
+115% +$11.6K 0.02% 363
2015
Q4 		$10K Buy
342
+2
+0.6% +$62 0.01% 571
2015
Q3 		$10K Sell
340
-1,584
-82% -$47.9K 0.01% 478
2015
Q2 		$60K Buy
1,924
+2
+0.1% +$63 0.04% 264
2015
Q1 		$61K Buy
1,922
+16
+0.8% +$488 0.04% 250
2014
Q4 		$58K Buy
1,906
+2
+0.1% +$59 0.04% 256
2014
Q3 		$55K Buy
1,904
+32
+2% +$974 0.05% 239
2014
Q2 		$58K Buy
1,872
+2
+0.1% +$62 0.05% 214
2014
Q1 		$59K Buy
1,870
+14
+0.8% +$445 0.06% 156
2013
Q4 		$62K Buy
1,856
+16
+0.9% +$525 0.03% 201
2013
Q3 		$57K Hold
1,840
– – 0.03% 178
2013
Q2 		$53K Buy
+1,840
New +$49.9K 0.04% 163

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

Plante Moran Financial Advisors's AFL Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Aflac (AFL) stake by 64% in Q1 2026, buying an estimated $36.8K and bringing the position to 854 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Plante Moran Financial Advisors first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $219K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Plante Moran Financial Advisors held 854 shares of Aflac worth $93.7K as of Q1 2026.
  • Plante Moran Financial Advisors bought 332 Aflac shares in Q1 2026, an estimated $36.8K.
  • Aflac made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #231 holding.
  • Plante Moran Financial Advisors first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Aflac position peaked at $219K in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.