Cornerstone Wealth Management, LLC

Position in AFL — Aflac Inc

CIK 1674117 ST. PETERS, MO

Position in AFL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,215,799

+$582,404 QoQ

Shares Held

61,542

+1.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#295

of 1,687 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $9,582,571 across 5 Insurance - Life names. AFL ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	61,542	$7,215,799
2	PRU	Prudential Financial Inc	9,322	$1,006,123
3	LNC	Lincoln National Corp	21,937	$775,472
4	MET	Metlife Inc	3,885	$328,709
5	MFC	Manulife Financial Corp	6,331	$256,468

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,215,799	61,542	+1.8%	Shares	Sole	2026-07-22
2026-03-31	$6,633,395	60,463	+4.3%	Shares	Sole	2026-04-24
2025-12-31	$6,395,329	57,997	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$6,450,339	57,747	+3.7%	Shares	Sole	2025-11-04
2025-06-30	$5,873,383	55,693	+3.6%	Shares	Sole	2025-08-12
2025-03-31	$5,978,352	53,767	+0.4%	Shares	Sole	2025-04-18
2024-12-31	$5,540,660	53,564	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$6,248,725	55,892	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$5,093,885	57,036	+3.2%	Shares	Sole	2024-07-16
2024-03-31	$4,744,881	55,263	+1.7%	Shares	Sole	2024-04-19
2023-12-31	$4,484,700	54,360	-8.6%	Shares	Sole	2024-01-10
2023-09-30	$4,565,780	59,489	+12.6%	Shares	Sole	2023-11-07
2023-06-30	$3,688,092	52,838	+12.2%	Shares	Sole	2023-07-14
2023-03-31	$3,037,214	47,074	+11.6%	Shares	Sole	2023-05-15
2022-09-30	$2,370,740	42,184	+12.5%	Shares	Sole	2022-10-14
2022-06-30	$2,073,989	37,484	+9.3%	Shares	Sole	2022-08-04
2022-03-31	$2,207,353	34,281	-10.1%	Shares	Sole	2022-04-21
2021-12-31	$2,227,228	38,144	+16.7%	Shares	Sole	2022-02-14
2021-09-30	$1,704,233	32,692	+12.0%	Shares	Sole	2021-11-12
2021-06-30	$1,566,335	29,190	+8.4%	Shares	Sole	2021-08-09
2021-03-31	$1,378,379	26,932	-5.8%	Shares	Sole	2021-04-30
2020-12-31	$1,271,308	28,588	+3.3%	Shares	Sole	2021-01-29
2020-09-30	$1,005,513	27,662	+23.2%	Shares	Sole	2020-10-13
2020-06-30	$809,089	22,456	+4.7%	Shares	Sole	2020-07-16
2020-03-31	$734,174	21,442	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.