Creative Planning

Position in AFL — Aflac Inc

CIK 1540235 OVERLAND PARK, KS

Position in AFL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$28,561,681

+$907,841 QoQ

Shares Held

260,338

+3.8% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5216275702065385.ToString("F0")% Shared 0.ToString("F0")% None 99.47837242979347.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $114,177,942 across 15 Insurance - Life names. AFL ranks #1 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	260,338	$28,561,681
2	MET	Metlife Inc	255,422	$18,063,443
3	MFC	Manulife Financial Corp	513,474	$17,684,044
4	UNM	Unum Group	154,340	$11,271,450
5	PRU	Prudential Financial Inc	103,522	$10,113,063
6	GL	Globe Life Inc.	63,368	$8,818,924
7	PUK	Prudential PLC	257,056	$7,308,102
8	CNO	CNO Financial Group, Inc.	116,771	$4,794,617

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,561,681	260,338	+3.8%	Shares	Defined	2026-05-12
2025-12-31	$27,653,840	250,783	+6.8%	Shares	Defined	2026-02-17
2025-09-30	$26,236,207	234,881	+5.7%	Shares	Defined	2025-11-14
2025-06-30	$23,428,781	222,158	-2.4%	Shares	Defined	2025-08-08
2025-03-31	$25,319,852	227,717	+3.0%	Shares	Sole	2025-05-15
2024-12-31	$22,871,307	221,107	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$24,646,980	220,456	-0.5%	Shares	Defined	2024-10-11
2024-06-30	$19,796,444	221,660	+6.9%	Shares	Defined	2024-08-15
2024-03-31	$17,806,676	207,392	+4.6%	Shares	Defined	2024-05-13
2023-12-31	$16,359,749	198,300	+4.9%	Shares	Defined	2024-02-14
2023-09-30	$14,512,810	189,092	+7.4%	Shares	Defined	2023-11-16
2023-06-30	$12,284,799	176,000	+8.1%	Shares	Defined	2023-07-21
2023-03-31	$10,509,210	162,883	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$12,038,079	167,335	+3.3%	Shares	Sole	2023-02-10
2022-09-30	$9,104,793	162,007	-2.9%	Shares	Sole	2022-11-03
2022-06-30	$9,230,759	166,831	-16.3%	Shares	Sole	2022-08-15
2022-03-31	$12,829,127	199,241	+31.4%	Shares	Sole	2022-05-16
2021-12-31	$8,850,814	151,581	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$7,981,467	153,107	+1.3%	Shares	Sole	2021-11-10
2021-06-30	$8,109,849	151,134	-22.9%	Shares	Sole	2021-08-04
2021-03-31	$10,036,142	196,095	+0.6%	Shares	Sole	2021-04-30
2020-12-31	$8,672,139	195,011	-3.7%	Shares	Sole	2021-01-29
2020-09-30	$7,358,839	202,444	+2.9%	Shares	Sole	2020-11-05
2020-06-30	$7,085,299	196,650	-4.0%	Shares	Sole	2020-07-23
2020-03-31	$7,015,707	204,898	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.