Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,490
+$739 QoQ
Shares Held
98
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,589
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $110,064 across 13 Insurance - Life names. AFL ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
584 | $63,031 | |
| 2 | MET |
Metlife Inc
|
198 | $16,752 | |
| 3 | AFL |
Aflac Inc
This page
|
98 | $11,490 | |
| 4 | MFC |
Manulife Financial Corp
|
209 | $8,466 | |
| 5 | PUK |
Prudential PLC
|
240 | $6,434 | |
| 6 | GL |
Globe Life Inc.
|
13 | $2,322 | |
| 7 | LNC |
Lincoln National Corp
|
16 | $565 | |
| 8 | UNM |
Unum Group
|
4 | $357 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,490 | 98 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,751 | 98 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $10,255 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $15,638 | 140 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $59,795 | 567 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $13,787 | 124 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $9,930 | 96 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $10,732 | 96 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,876 | 77 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $6,611 | 77 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $6,352 | 77 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $5,909 | 77 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,374 | 77 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,968 | 77 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $5,539 | 77 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,327 | 77 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,260 | 77 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $4,958 | 77 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $4,496 | 77 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,014 | 77 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $4,131 | 77 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,940 | 77 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,490 | 56 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,035 | 56 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $9,223 | 256 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $8,765 | 256 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||