Perigon Wealth Management, LLC

Position in AFL — Aflac Inc

CIK 1575239 SAN FRANCISCO, CA

Position in AFL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,054,898

+$136,077 QoQ

Shares Held

8,997

+7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#702

of 1,687 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $4,208,482 across 7 Insurance - Life names. AFL ranks #1 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	8,997	$1,054,898
2	PRU	Prudential Financial Inc	7,842	$846,387
3	MET	Metlife Inc	9,796	$828,839
4	GL	Globe Life Inc.	2,816	$503,162
5	UNM	Unum Group	4,243	$379,324
6	MFC	Manulife Financial Corp	7,521	$304,675
7	CNO	CNO Financial Group, Inc.	5,712	$291,197

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,898	8,997	+7.4%	Shares	Sole	2026-08-07
2026-03-31	$918,821	8,375	+1.7%	Shares	Sole	2026-04-10
2025-12-31	$908,293	8,237	+4.4%	Shares	Sole	2026-01-16
2025-09-30	$881,201	7,889	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$829,337	7,864	+12.7%	Shares	Sole	2025-07-16
2025-03-31	$775,883	6,978	-37.2%	Shares	Sole	2025-04-23
2024-12-31	$1,150,045	11,118	-1.8%	Shares	Sole	2025-01-22
2024-09-30	$1,265,911	11,323	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,011,257	11,323	-16.5%	Shares	Sole	2024-08-02
2024-03-31	$1,164,004	13,557	+16.0%	Shares	Sole	2024-04-29
2023-12-31	$963,930	11,684	+33.3%	Shares	Sole	2024-01-29
2023-09-30	$672,790	8,766	-1.4%	Shares	Sole	2023-10-30
2023-06-30	$620,801	8,894	+33.3%	Shares	Sole	2023-08-02
2023-03-31	$430,606	6,674	+5.3%	Shares	Sole	2023-05-03
2022-12-31	$455,883	6,337	+653.5%	Shares	Sole	2023-05-01
2020-12-31	$37,399	841	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.