EP Wealth Advisors, LLC

Position in AFL — Aflac Inc

CIK 1540569 TORRANCE, CA

Position in AFL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,746,933

+$802,104 QoQ

Shares Held

23,428

+32.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#468

of 1,687 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $10,338,507 across 11 Insurance - Life names. AFL ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	23,428	$2,746,933
2	MET	Metlife Inc	21,942	$1,856,512
3	PRU	Prudential Financial Inc	10,129	$1,093,222
4	MFC	Manulife Financial Corp	20,267	$821,016
5	UNM	Unum Group	8,606	$769,376
6	JXN	Jackson Financial Inc.	6,974	$714,067
7	CNO	CNO Financial Group, Inc.	12,406	$632,457
8	SNFCA	Security National Financial Corp	67,087	$619,115

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,746,933	23,428	+32.2%	Shares	Sole	2026-08-12
2026-03-31	$1,944,829	17,727	-3.5%	Shares	Sole	2026-05-14
2025-12-31	$2,025,770	18,371	+1.5%	Shares	Sole	2026-02-18
2025-06-30	$1,909,142	18,103	+6.7%	Shares	Sole	2025-08-14
2025-03-31	$1,886,338	16,965	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$1,725,068	16,677	+17.1%	Shares	Sole	2025-02-14
2024-09-30	$1,592,479	14,244	+150.2%	Shares	Sole	2024-11-15
2024-06-30	$508,352	5,692	+32.4%	Shares	Sole	2024-08-19
2024-03-31	$369,026	4,298	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$349,057	4,231	+2.9%	Shares	Sole	2024-02-28
2023-09-30	$315,519	4,111	+4.6%	Shares	Sole	2023-11-24
2023-06-30	$274,314	3,930	0.0%	Shares	Sole	2023-08-14
2023-03-31	$253,563	3,930	+30.1%	Shares	Sole	2023-06-05
2022-12-31	$217,330	3,021	—	Shares	Sole	2023-06-12
No filing history on record for this holder in this stock.