Position in AFL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,253,193
+$768,598 QoQ
Shares Held
19,217
+42.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#514
of 1,687 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $9,898,877 across 5 Insurance - Life names. AFL ranks #3 (22.8% of the industry book) .
All Filings in AFL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,253,193 | 19,217 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,484,595 | 13,532 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,479,051 | 13,413 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,484,269 | 13,288 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,395,973 | 13,237 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,350,735 | 12,148 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,276,759 | 12,343 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||