Position in AFL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,322,563
+$417,539 QoQ
Shares Held
45,395
+1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#356
of 1,686 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $5,405,368 across 5 Insurance - Life names. AFL ranks #1 (98.5% of the industry book) .
All Filings in AFL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,322,563 | 45,395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,905,024 | 44,709 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,942,411 | 44,821 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,567,463 | 49,843 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,122,192 | 48,570 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,390,935 | 48,484 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,139,312 | 49,684 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,583,515 | 49,942 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,484,790 | 50,216 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,434,754 | 51,651 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,286,617 | 51,959 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,966,670 | 51,683 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,582,485 | 51,325 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,054,699 | 47,345 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,458,443 | 48,074 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,815,676 | 50,101 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,722,567 | 49,206 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,090,333 | 47,994 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,663,868 | 45,622 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,339,020 | 44,869 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,266,061 | 42,230 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,277,089 | 28,718 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $894,973 | 24,621 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $821,231 | 22,793 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $719,690 | 21,019 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||