PlanVest Financial’s Aflac AFL Stock Holding History

PlanVest 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	$46.9K	Hold	400	–	–	0.03%	231
2026 Q1	$43.9K	Buy	+400	New	+$44.3K	0.03%	223

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

PlanVest Financial's AFL Position: Q2 2026 in Review

PlanVest Financial held its Aflac (AFL) position steady in Q2 2026 at 400 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #231.

PlanVest Financial first reported a position in AFL in Q1 2026 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

PlanVest Financial held 400 shares of Aflac worth $46.9K as of Q2 2026.
PlanVest Financial left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #231 holding.
PlanVest Financial first reported a position in Aflac in Q1 2026 and has held it in 2 quarters since.
1,653 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.