Crestwood Advisors Group, LLC

Position in AFL — Aflac Inc

CIK 1426853 BOSTON, MA

Position in AFL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$629,867

+$118,729 QoQ

Shares Held

5,372

+15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#871

of 1,687 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $26,080,010 across 6 Insurance - Life names. AFL ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	579,513	$23,476,071
2	MET	Metlife Inc	10,426	$882,143
3	AFL	Aflac Inc This page	5,372	$629,867
4	PRI	Primerica, Inc.	1,539	$437,383
5	PRU	Prudential Financial Inc	3,322	$358,543
6	UNM	Unum Group	3,311	$296,003

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,867	5,372	+15.3%	Shares	Sole	2026-08-03
2026-03-31	$511,138	4,659	+9.8%	Shares	Sole	2026-05-05
2025-12-31	$467,875	4,243	+28.4%	Shares	Sole	2026-02-03
2025-09-30	$369,168	3,305	+19.4%	Shares	Sole	2025-11-07
2025-06-30	$292,018	2,769	+10.5%	Shares	Sole	2025-08-05
2025-03-31	$278,530	2,505	-6.7%	Shares	Sole	2025-05-05
2024-12-31	$277,736	2,685	+1.7%	Shares	Sole	2025-02-04
2024-09-30	$295,040	2,639	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$237,207	2,656	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.