Baker Avenue Asset Management, LP

Position in AFL — Aflac Inc

CIK 1432529 SAN FRANCISCO, CA

Position in AFL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$535,246

+$50,657 QoQ

Shares Held

4,565

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#927

of 1,687 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,121,244 across 6 Insurance - Life names. AFL ranks #1 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	4,565	$535,246
2	UNM	Unum Group	5,137	$459,247
3	PRU	Prudential Financial Inc	3,104	$335,014
4	MET	Metlife Inc	3,395	$287,250
5	PRI	Primerica, Inc.	993	$282,210
6	GL	Globe Life Inc.	1,244	$222,277

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,246	4,565	+3.4%	Shares	Sole	2026-07-28
2026-03-31	$484,589	4,417	-94.4%	Shares	Sole	2026-05-12
2025-12-31	$8,621,459	78,185	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$8,743,987	78,281	+1.6%	Shares	Sole	2025-10-31
2025-06-30	$8,128,118	77,073	-2.2%	Shares	Sole	2025-08-13
2025-03-31	$8,763,439	78,815	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$8,177,759	79,058	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$8,821,243	78,902	-0.2%	Shares	Sole	2024-11-04
2024-06-30	$7,061,473	79,067	-1.9%	Shares	Sole	2024-08-08
2024-03-31	$6,918,341	80,577	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$6,606,847	80,083	+1.3%	Shares	Sole	2024-02-15
2023-09-30	$6,069,390	79,080	+4666.7%	Shares	Sole	2023-11-15
2023-06-30	$115,798	1,659	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$107,425	1,665	-82.8%	Shares	Sole	2023-05-16
2022-12-31	$697,530	9,696	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.