Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$927,447
+$69,625 QoQ
Shares Held
7,910
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#744
of 1,686 holders
Holding Since
Mar 2020
26 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, 2026HBK Sorce Advisory LLC holds $4,169,470 across 5 Insurance - Life names. AFL ranks #2 (22.2% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,447 | 7,910 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $857,822 | 7,819 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $849,299 | 7,702 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $849,701 | 7,607 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $795,906 | 7,547 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,617,857 | 23,544 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,439,425 | 23,583 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,632,666 | 23,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,125,042 | 23,794 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,989,633 | 23,173 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,912,267 | 23,179 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,797,868 | 23,425 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,652,445 | 23,674 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,495,896 | 23,185 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $3,374,273 | 46,904 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,343,517 | 23,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,247,968 | 22,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,461,331 | 22,695 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,318,738 | 22,585 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,172,143 | 22,485 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,056,197 | 38,319 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,974,780 | 38,585 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,784,981 | 40,139 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,369,231 | 37,668 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,379,120 | 38,277 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,273,830 | 37,203 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||