Position in AFL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,581,284
+$73,307 QoQ
Shares Held
30,544
-4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#423
of 1,687 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,310,548 across 9 Insurance - Life names. AFL ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
147,699 | $12,496,812 | |
| 2 | AFL |
Aflac Inc
This page
|
30,544 | $3,581,284 | |
| 3 | PRU |
Prudential Financial Inc
|
12,861 | $1,388,087 | |
| 4 | UNM |
Unum Group
|
15,085 | $1,348,599 | |
| 5 | GL |
Globe Life Inc.
|
4,879 | $871,779 | |
| 6 | LNC |
Lincoln National Corp
|
14,827 | $524,134 | |
| 7 | MFC |
Manulife Financial Corp
|
11,835 | $479,435 | |
| 8 | PUK |
Prudential PLC
|
15,316 | $410,621 |
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,581,284 | 30,544 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,507,977 | 31,975 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,402,601 | 30,857 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,178,535 | 28,456 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,918,289 | 27,672 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,106,982 | 27,943 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,864,563 | 27,693 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,087,245 | 27,614 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,484,336 | 27,817 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,466,500 | 28,727 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,731,327 | 33,107 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,546,027 | 33,173 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,264,824 | 290,327 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $22,421,036 | 311,663 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $17,871,206 | 317,993 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,860,136 | 322,793 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,489,799 | 318,214 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,848,992 | 322,812 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,376,587 | 314,149 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,350,845 | 304,712 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,254,557 | 298,057 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,123,319 | 295,105 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $10,512,092 | 289,191 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,580,245 | 293,651 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,831,125 | 287,124 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||