Gradient Investments LLC

Position in AFL — Aflac Inc

CIK 1542265 ARDEN HILLS, MN

Position in AFL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$844,669

+$55,855 QoQ

Shares Held

7,204

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#771

of 1,694 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $21,850,400 across 4 Insurance - Life names. AFL ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	133,858	$14,447,293
2	PUK	Prudential PLC	184,961	$4,958,804
3	UNM	Unum Group	17,893	$1,599,634
4	AFL	Aflac Inc This page	7,204	$844,669

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$844,669	7,204	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$788,814	7,190	-0.2%	Shares	Sole	2026-04-13
2025-12-31	$794,274	7,203	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$798,655	7,150	+0.2%	Shares	Sole	2025-10-06
2025-06-30	$752,351	7,134	-20.0%	Shares	Sole	2025-07-08
2025-03-31	$991,258	8,915	+2.9%	Shares	Sole	2025-04-09
2024-12-31	$895,790	8,660	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$970,983	8,685	-7.6%	Shares	Sole	2024-10-15
2024-06-30	$839,781	9,403	+8.6%	Shares	Sole	2024-07-18
2024-03-31	$743,547	8,660	-33.8%	Shares	Sole	2024-04-23
2023-12-31	$1,079,512	13,085	+0.1%	Shares	Sole	2024-01-18
2023-09-30	$1,003,122	13,070	-0.1%	Shares	Sole	2023-10-27
2023-06-30	$913,263	13,084	-4.2%	Shares	Sole	2023-07-11
2023-03-31	$881,536	13,663	0.0%	Shares	Sole	2023-04-17
2022-12-31	$982,916	13,663	-2.7%	Shares	Sole	2023-01-10
2022-09-30	$789,553	14,049	+1.0%	Shares	Sole	2022-10-14
2022-06-30	$769,972	13,916	0.0%	Shares	Sole	2022-07-11
2022-03-31	$896,051	13,916	+4.7%	Shares	Sole	2022-05-26
2021-12-31	$776,119	13,292	0.0%	Shares	Sole	2022-01-12
2021-09-30	$692,911	13,292	-0.1%	Shares	Sole	2021-10-18
2021-06-30	$714,107	13,308	+0.1%	Shares	Sole	2021-07-12
2021-03-31	$680,284	13,292	+204.9%	Shares	Sole	2021-04-21
2020-12-31	$193,889	4,360	0.0%	Shares	Sole	2021-01-08
2020-09-30	$158,486	4,360	0.0%	Shares	Sole	2020-10-06
2020-06-30	$157,090	4,360	0.0%	Shares	Sole	2020-07-10
2020-03-31	$149,286	4,360	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.