Position in AFL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,040,828
-$39,705 QoQ
Shares Held
8,877
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#708
of 1,687 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $4,434,089 across 6 Insurance - Life names. AFL ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
11,124 | $1,138,986 | |
| 2 | LNC |
Lincoln National Corp
|
30,999 | $1,095,814 | |
| 3 | AFL |
Aflac Inc
This page
|
8,877 | $1,040,828 | |
| 4 | MET |
Metlife Inc
|
7,352 | $622,052 | |
| 5 | PRU |
Prudential Financial Inc
|
2,891 | $312,025 | |
| 6 | MFC |
Manulife Financial Corp
|
5,539 | $224,384 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,828 | 8,877 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,080,533 | 9,849 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,027,606 | 9,319 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,297,283 | 11,614 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,223,230 | 11,599 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,308,928 | 11,772 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,120,772 | 10,835 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,181,614 | 10,569 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $896,315 | 10,036 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $806,912 | 9,398 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $716,017 | 8,679 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $664,731 | 8,661 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $619,335 | 8,873 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $465,963 | 7,222 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $510,414 | 7,095 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $336,469 | 5,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,106 | 5,930 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $358,072 | 5,561 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $291,190 | 4,987 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $287,809 | 5,521 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $273,666 | 5,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $257,077 | 5,023 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $211,010 | 4,745 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $163,906 | 4,787 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||