Allworth Financial LP

Position in AFL — Aflac Inc

CIK 1555170 FOLSOM, CA

Position in AFL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,969,850

+$8,222 QoQ

Shares Held

33,858

-6.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#406

of 1,687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $9,006,706 across 15 Insurance - Life names. AFL ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	33,858	$3,969,850
2	PRU	Prudential Financial Inc	19,689	$2,125,033
3	MET	Metlife Inc	15,836	$1,339,883
4	MFC	Manulife Financial Corp	12,501	$506,415
5	UNM	Unum Group	5,588	$499,567
6	LNC	Lincoln National Corp	6,771	$239,354
7	PRI	Primerica, Inc.	401	$113,964
8	JXN	Jackson Financial Inc.	573	$58,669

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,969,850	33,858	-6.2%	Shares	Sole	2026-08-11
2026-03-31	$3,961,628	36,110	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$3,989,899	36,183	+1.1%	Shares	Sole	2026-02-05
2025-09-30	$3,997,184	35,785	-1.0%	Shares	Sole	2025-12-02
2025-06-30	$3,812,695	36,153	+23.9%	Shares	Sole	2025-08-07
2025-03-31	$3,243,857	29,174	-7.1%	Shares	Sole	2025-04-30
2024-12-31	$3,248,119	31,401	-0.5%	Shares	Sole	2025-01-30
2024-09-30	$3,526,842	31,546	+10.3%	Shares	Sole	2024-10-23
2024-06-30	$2,553,730	28,594	+51.3%	Shares	Sole	2024-07-24
2024-03-31	$1,622,582	18,898	-1.7%	Shares	Sole	2024-04-25
2023-12-31	$1,586,640	19,232	+1.1%	Shares	Sole	2024-01-24
2023-09-30	$1,459,400	19,015	+5.8%	Shares	Sole	2023-10-31
2023-06-30	$1,253,957	17,965	+5.0%	Shares	Sole	2023-07-18
2023-03-31	$1,103,808	17,108	+4.4%	Shares	Sole	2023-04-18
2022-12-31	$1,179,096	16,390	-4.5%	Shares	Sole	2023-01-13
2022-09-30	$964,448	17,161	+14.1%	Shares	Sole	2022-11-14
2022-06-30	$831,886	15,035	+526.5%	Shares	Sole	2022-07-13
2022-03-31	$154,536	2,400	+4.0%	Shares	Sole	2022-04-22
2021-12-31	$134,705	2,307	+10.2%	Shares	Sole	2022-01-21
2021-09-30	$109,108	2,093	+19.3%	Shares	Sole	2021-11-02
2021-06-30	$94,173	1,755	+4.9%	Shares	Sole	2021-08-02
2021-03-31	$85,624	1,673	0.0%	Shares	Sole	2021-04-29
2020-12-31	$74,398	1,673	0.0%	Shares	Sole	2021-01-26
2020-09-30	$60,813	1,673	0.0%	Shares	Sole	2020-11-03
2020-06-30	$60,278	1,673	-14.6%	Shares	Sole	2020-07-24
2020-03-31	$67,076	1,959	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.