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United Financial Planning Group’s Aflac AFL Stock Holding History

United Financial Planning Group’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
-38
Closed -$4.17K – 469
2026
Q1 		$4.17K Hold
38
– – ﹤0.01% 351
2025
Q4 		$4.19K Buy
+38
New +$4.19K ﹤0.01% 285

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's AFL Position: Q2 2026 in Review

United Financial Planning Group sold out of Aflac (AFL) in Q2 2026, closing a stake of 38 shares — an estimated $4.17K sold.

United Financial Planning Group first reported a position in AFL in Q4 2025 and held it in 2 quarters. The position peaked at $4.19K in Q4 2025. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • United Financial Planning Group reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 38 Aflac shares in Q2 2026, an estimated $4.17K.
  • United Financial Planning Group first reported a position in Aflac in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Aflac position peaked at $4.19K in Q4 2025.
  • 1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.