MISSION WEALTH MANAGEMENT, LP

Position in AFL — Aflac Inc

CIK 1645382 Santa Barbara, CA

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Position in AFL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,569,919

+$954,400 QoQ

Shares Held

73,091

+5.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#268

of 1,687 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AFL Over Time

Shares Held

Position Value (USD)

Derivatives in AFL

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$2,720,200

PutShares

23,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $10,943,847 across 3 Insurance - Life names. AFL ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	73,091	$8,569,919
2	PRU	Prudential Financial Inc	18,320	$1,977,277
3	MET	Metlife Inc	4,688	$396,651

All Filings in AFL

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,569,919	73,091	+5.3%	Shares	Sole	2026-07-20
2026-06-30	$2,720,200	23,200	+321.8%	Put	Sole	2026-07-20
2026-03-31	$7,615,519	69,415	+40.6%	Shares	Sole	2026-05-15
2025-12-31	$5,444,029	49,370	-36.8%	Shares	Sole	2026-02-05
2025-09-30	$8,725,892	78,119	-3.3%	Shares	Sole	2025-11-04
2025-06-30	$8,520,324	80,792	-4.3%	Shares	Sole	2025-08-05
2025-03-31	$9,386,770	84,421	-0.8%	Shares	Sole	2025-04-17
2024-12-31	$8,799,537	85,069	+100.2%	Shares	Sole	2025-02-06
2024-09-30	$4,750,382	42,490	+1.4%	Shares	Sole	2024-10-31
2024-06-30	$3,741,731	41,896	-21.3%	Shares	Sole	2024-08-05
2024-03-31	$472,230	5,500	-50.0%	Put	Sole	2024-04-30
2024-03-31	$4,572,302	53,253	+1.0%	Shares	Sole	2024-04-30
2023-12-31	$907,500	11,000	—	Put	Sole	2024-02-05
2023-12-31	$4,351,050	52,740	+0.2%	Shares	Sole	2024-02-05
2023-09-30	$4,038,815	52,623	+444.1%	Shares	Sole	2023-10-24
2023-06-30	$675,035	9,671	+8.2%	Shares	Sole	2023-08-04
2023-03-31	$576,873	8,941	+0.4%	Shares	Sole	2023-04-07
2022-12-31	$640,337	8,901	+0.2%	Shares	Sole	2023-02-02
2022-09-30	$499,168	8,882	+0.5%	Shares	Sole	2022-10-12
2022-06-30	$488,895	8,836	0.0%	Shares	Sole	2022-07-27
2022-03-31	$568,950	8,836	0.0%	Shares	Sole	2022-04-25
2021-12-31	$515,934	8,836	-3.1%	Shares	Sole	2022-02-11
2021-09-30	$475,321	9,118	+3.1%	Shares	Sole	2021-11-05
2021-06-30	$474,783	8,848	+1.8%	Shares	Sole	2021-08-10
2021-03-31	$445,010	8,695	+0.3%	Shares	Sole	2021-05-10
2020-12-31	$385,688	8,673	-11.8%	Shares	Sole	2021-01-19
2020-09-30	$357,247	9,828	-0.2%	Shares	Sole	2020-10-16
2020-06-30	$354,751	9,846	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.