Position in AFL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$269,088
+$19,498 QoQ
Shares Held
2,295
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,227
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $447,900 across 10 Insurance - Life names. AFL ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,295 | $269,088 | |
| 2 | MET |
Metlife Inc
|
1,111 | $94,001 | |
| 3 | LNC |
Lincoln National Corp
|
1,025 | $36,233 | |
| 4 | CNO |
CNO Financial Group, Inc.
|
207 | $10,552 | |
| 5 | PRI |
Primerica, Inc.
|
34 | $9,662 | |
| 6 | PRU |
Prudential Financial Inc
|
87 | $9,389 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
284 | $7,551 | |
| 8 | UNM |
Unum Group
|
77 | $6,883 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,088 | 2,295 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $249,590 | 2,275 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $252,849 | 2,293 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $254,005 | 2,274 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $240,026 | 2,276 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $254,847 | 2,292 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $237,187 | 2,293 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $254,009 | 2,272 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,912 | 2,272 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $195,159 | 2,273 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $186,037 | 2,255 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $173,071 | 2,255 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $157,399 | 2,255 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $118,652 | 1,839 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $132 | 2,255 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $101,103 | 1,799 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $94,005 | 1,699 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $110,300 | 1,713 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $99,905 | 1,711 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $88,568 | 1,699 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,168 | 1,699 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $86,954 | 1,699 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $75,554 | 1,699 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $61,758 | 1,699 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $61,214 | 1,699 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $58,173 | 1,699 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||