Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,995,369
+$363,181 QoQ
Shares Held
59,662
-1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#303
of 1,687 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $13,181,348 across 10 Insurance - Life names. AFL ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
59,662 | $6,995,369 | |
| 2 | MET |
Metlife Inc
|
18,746 | $1,586,099 | |
| 3 | PRU |
Prudential Financial Inc
|
10,754 | $1,160,679 | |
| 4 | UNM |
Unum Group
|
12,808 | $1,145,035 | |
| 5 | PRI |
Primerica, Inc.
|
2,294 | $651,954 | |
| 6 | GL |
Globe Life Inc.
|
3,226 | $576,421 | |
| 7 | LNC |
Lincoln National Corp
|
11,068 | $391,253 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
4,462 | $282,444 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,995,369 | 59,662 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,632,188 | 60,452 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,124,765 | 64,612 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,037,546 | 63,004 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,505,721 | 61,689 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,974,726 | 62,728 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,680,775 | 64,586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,036,244 | 62,936 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,605,542 | 62,765 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,448,503 | 63,458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,313,412 | 64,405 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,762,184 | 62,048 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,369,759 | 62,604 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,099,536 | 63,539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,562,866 | 63,426 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $3,780,200 | 68,321 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,243,236 | 65,899 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,567,499 | 78,224 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,037,624 | 77,453 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,943,258 | 73,486 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,813,268 | 74,507 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $3,710,665 | 83,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,711,346 | 74,590 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,586,341 | 71,783 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||