Position in AFL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$721,908
+$82,628 QoQ
Shares Held
6,157
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#821
of 1,686 holders
Holding Since
Mar 2020
15 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, 2026Sowell Financial Services LLC holds $5,389,018 across 4 Insurance - Life names. AFL ranks #2 (13.4% of the industry book) .
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,908 | 6,157 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $639,280 | 5,827 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $705,617 | 6,399 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $693,433 | 6,208 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $871,732 | 8,266 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $864,947 | 7,779 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $420,863 | 6,523 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $936,400 | 16,037 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $734,042 | 14,081 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,597,136 | 29,764 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,522,553 | 29,749 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,122,022 | 25,231 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $855,533 | 23,536 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $966,504 | 26,825 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,829,169 | 53,422 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||