Cornerstone Planning Group LLC

Position in AFL — Aflac Inc

CIK 1822587 FAIRFIELD, NJ

Position in AFL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$38,927

+$1,187 QoQ

Shares Held

332

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,508

of 1,693 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. AFL ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	8,761	$741,268
2	PRU	Prudential Financial Inc	1,047	$113,002
3	AFL	Aflac Inc This page	332	$38,927
4	MFC	Manulife Financial Corp	543	$21,996
5	PUK	Prudential PLC	313	$8,391
6	GL	Globe Life Inc.	17	$3,037
7	PRI	Primerica, Inc.	10	$2,842
8	UNM	Unum Group	24	$2,145

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,927	332	-3.5%	Shares	Sole	2026-07-29
2026-03-31	$37,740	344	+95.5%	Shares	Sole	2026-05-06
2025-12-31	$19,407	176	+5766.7%	Shares	Sole	2026-02-02
2025-09-30	$335	3	-97.7%	Shares	Sole	2025-11-04
2025-06-30	$14,026	133	-20.8%	Shares	Sole	2025-08-11
2025-03-31	$18,679	168	+6.3%	Shares	Sole	2025-04-30
2024-12-31	$16,343	158	+9.7%	Shares	Sole	2025-01-29
2024-09-30	$16,099	144	-30.4%	Shares	Sole	2024-11-05
2024-06-30	$18,487	207	+3.0%	Shares	Sole	2024-08-13
2024-03-31	$17,257	201	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$16,500	200	0.0%	Shares	Sole	2024-02-12
2023-09-30	$15,350	200	+3.6%	Shares	Sole	2023-11-08
2023-06-30	$13,471	193	+1.0%	Shares	Sole	2023-08-15
2022-12-31	$13,740	191	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.