GRIMES & Co WEALTH MANAGEMENT, LLC

Position in AFL — Aflac Inc

CIK 1321993 WESTBOROUGH, MA

Position in AFL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$734,454

-$8,831 QoQ

Shares Held

6,264

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#816

of 1,687 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,415,906 across 4 Insurance - Life names. AFL ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	29,032	$1,176,085
2	LNC	Lincoln National Corp	28,341	$1,001,854
3	AFL	Aflac Inc This page	6,264	$734,454
4	MET	Metlife Inc	5,951	$503,513

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$734,454	6,264	-7.5%	Shares	Sole	2026-07-17
2026-03-31	$743,285	6,775	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$743,771	6,745	+0.6%	Shares	Sole	2026-02-03
2025-09-30	$749,171	6,707	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$706,687	6,701	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$742,082	6,674	+0.0%	Shares	Sole	2025-04-17
2024-12-31	$690,151	6,672	+1.6%	Shares	Sole	2025-01-21
2024-09-30	$733,855	6,564	+0.8%	Shares	Sole	2024-10-22
2024-06-30	$581,497	6,511	+0.4%	Shares	Sole	2024-07-22
2024-03-31	$557,059	6,488	+0.4%	Shares	Sole	2024-04-17
2023-12-31	$533,115	6,462	+0.5%	Shares	Sole	2024-01-24
2023-09-30	$493,502	6,430	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$448,185	6,421	0.0%	Shares	Sole	2023-07-19
2023-03-31	$414,282	6,421	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$460,919	6,407	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$359,792	6,402	+0.0%	Shares	Sole	2022-10-28
2022-06-30	$354,112	6,400	0.0%	Shares	Sole	2022-07-22
2022-03-31	$412,096	6,400	0.0%	Shares	Sole	2022-05-06
2021-12-31	$373,696	6,400	-0.1%	Shares	Sole	2022-02-01
2021-09-30	$333,996	6,407	0.0%	Shares	Sole	2021-11-08
2021-06-30	$343,799	6,407	-1.7%	Shares	Sole	2021-08-04
2021-03-31	$333,540	6,517	+17.3%	Shares	Sole	2021-05-12
2020-12-31	$247,164	5,558	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.