Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$778,422
+$17,035 QoQ
Shares Held
6,639
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#794
of 1,687 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026PRIVATE TRUST CO NA holds $2,375,226 across 14 Insurance - Life names. AFL ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
6,639 | $778,422 | |
| 2 | MET |
Metlife Inc
|
6,211 | $525,512 | |
| 3 | PRU |
Prudential Financial Inc
|
4,492 | $484,821 | |
| 4 | MFC |
Manulife Financial Corp
|
5,182 | $209,922 | |
| 5 | LNC |
Lincoln National Corp
|
3,857 | $136,344 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,119 | $114,574 | |
| 7 | UNM |
Unum Group
|
789 | $70,536 | |
| 8 | GL |
Globe Life Inc.
|
133 | $23,764 |
All Filings in AFL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,422 | 6,639 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $761,387 | 6,940 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $824,157 | 7,474 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $856,068 | 7,664 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $837,563 | 7,942 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $979,027 | 8,805 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $790,591 | 7,643 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $843,419 | 7,544 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $668,663 | 7,487 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $525,978 | 6,126 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $450,037 | 5,455 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $435,863 | 5,679 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $399,325 | 5,721 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $379,184 | 5,877 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $486,314 | 6,760 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $409,248 | 7,282 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $322,518 | 5,829 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $360,455 | 5,598 | Shares | Other | 2022-04-12 | |
| 2021-09-30 | $202,889 | 3,892 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $208,737 | 3,890 | Shares | Other | 2021-07-07 | |
| No filing history on record for this holder in this stock. | ||||||