Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,122,912
-$32,916 QoQ
Shares Held
52,221
-6.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#329
of 1,692 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 41%
None 59%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $9,100,234 across 4 Insurance - Life names. AFL ranks #1 (67.3% of the industry book) .
All Filings in AFL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,122,912 | 52,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,155,828 | 56,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,505,599 | 58,997 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,745,227 | 60,387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,738,050 | 63,892 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,384,016 | 66,409 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,055,816 | 97,214 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,798,650 | 96,589 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,916,263 | 99,835 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,452,659 | 98,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,376,720 | 101,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,966,803 | 103,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,945,449 | 99,505 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,399,996 | 99,194 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,976,525 | 96,977 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $5,226,431 | 92,997 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,618,948 | 83,480 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,533,377 | 70,405 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,644,003 | 62,408 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,990,593 | 57,368 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,557,113 | 47,654 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $2,505,261 | 56,336 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||