Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$120,767
+$27,075 QoQ
Shares Held
1,030
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,416
of 1,687 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, 2026Plante Moran Financial Advisors, LLC holds $585,887 across 12 Insurance - Life names. AFL ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
6,661 | $269,837 | |
| 2 | AFL |
Aflac Inc
This page
|
1,030 | $120,767 | |
| 3 | GL |
Globe Life Inc.
|
529 | $94,521 | |
| 4 | PRU |
Prudential Financial Inc
|
635 | $68,535 | |
| 5 | UNM |
Unum Group
|
298 | $26,641 | |
| 6 | LNC |
Lincoln National Corp
|
50 | $1,767 | |
| 7 | JXN |
Jackson Financial Inc.
|
16 | $1,638 | |
| 8 | GNW |
Genworth Financial Inc
|
114 | $1,079 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,767 | 1,030 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $93,692 | 854 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,560 | 522 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $199,943 | 1,790 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $188,773 | 1,790 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $218,488 | 1,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $193,743 | 1,873 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $212,643 | 1,902 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $136,019 | 1,523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $130,764 | 1,523 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $130,432 | 1,581 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $162,710 | 2,120 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $147,976 | 2,120 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $136,782 | 2,120 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $152,225 | 2,116 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $118,750 | 2,113 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $105,569 | 1,908 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $122,598 | 1,904 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $120,458 | 2,063 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $98,838 | 1,896 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $101,524 | 1,892 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $106,915 | 2,089 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $66,082 | 1,486 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $50,744 | 1,396 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $49,325 | 1,369 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $47,799 | 1,396 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||