BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in AFL — Aflac Inc

CIK 1654599 MORRISTOWN, NJ

Position in AFL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$586,836

+$96,652 QoQ

Shares Held

5,005

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#892

of 1,687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $816,313 across 5 Insurance - Life names. AFL ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	5,005	$586,836
2	MET	Metlife Inc	1,306	$110,500
3	PRU	Prudential Financial Inc	893	$96,381
4	MFC	Manulife Financial Corp	550	$22,280
5	BHF	Brighthouse Financial, Inc.	5	$316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,836	5,005	+12.0%	Shares	Sole	2026-07-08
2026-03-31	$490,184	4,468	-0.7%	Shares	Sole	2026-04-14
2025-12-31	$496,215	4,500	+4.7%	Shares	Sole	2026-01-16
2025-09-30	$479,863	4,296	0.0%	Shares	Sole	2025-10-16
2025-06-30	$453,056	4,296	-48.9%	Shares	Sole	2025-07-15
2025-03-31	$934,774	8,407	+3.7%	Shares	Sole	2025-05-06
2024-12-31	$838,588	8,107	0.0%	Shares	Sole	2025-01-17
2024-09-30	$906,362	8,107	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$723,946	8,106	0.0%	Shares	Sole	2024-08-14
2024-03-31	$695,981	8,106	0.0%	Shares	Sole	2024-05-09
2023-12-31	$668,745	8,106	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$620,140	8,080	+11.3%	Shares	Sole	2023-10-31
2023-06-30	$506,538	7,257	0.0%	Shares	Sole	2023-07-21
2023-03-31	$468,221	7,257	-1.0%	Shares	Sole	2023-05-04
2022-12-31	$527,392	7,331	+0.0%	Shares	Sole	2023-01-13
2022-09-30	$411,889	7,329	-0.1%	Shares	Sole	2022-10-20
2022-06-30	$406,066	7,339	-0.2%	Shares	Sole	2022-07-21
2022-03-31	$473,652	7,356	+0.0%	Shares	Sole	2022-05-12
2021-12-31	$429,458	7,355	0.0%	Shares	Sole	2022-02-04
2021-09-30	$383,416	7,355	+1.9%	Shares	Sole	2021-11-09
2021-06-30	$387,425	7,220	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$369,468	7,219	-0.3%	Shares	Sole	2021-05-21
2020-12-31	$322,140	7,244	-1.1%	Shares	Sole	2021-02-08
2020-09-30	$266,227	7,324	-1.1%	Shares	Sole	2020-10-29
2020-06-30	$266,910	7,408	-0.6%	Shares	Sole	2020-07-28
2020-03-31	$255,156	7,452	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.