Patriot Financial Group Insurance Agency, LLC

Insurance

Position in AFL — Aflac Inc

CIK 1694883 Westborough, MA

Position in AFL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$446,605

-$381,266 QoQ

Shares Held

3,809

-49.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,007

of 1,687 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names. AFL ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	13,684	$1,476,914
2	AFL	Aflac Inc This page	3,809	$446,605
3	UNM	Unum Group	4,608	$411,955
4	MET	Metlife Inc	3,399	$287,589
5	MFC	Manulife Financial Corp	6,500	$263,315
6	JXN	Jackson Financial Inc.	2,246	$229,967

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,605	3,809	-49.5%	Shares	Sole	2026-07-16
2026-03-31	$827,871	7,546	+130.7%	Shares	Sole	2026-04-22
2025-12-31	$360,693	3,271	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$364,253	3,261	-17.6%	Shares	Sole	2025-10-08
2025-06-30	$417,410	3,958	+0.1%	Shares	Sole	2025-07-21
2025-03-31	$439,756	3,955	+4.7%	Shares	Sole	2025-04-14
2024-12-31	$390,796	3,778	+0.1%	Shares	Sole	2025-01-22
2024-09-30	$422,156	3,776	-19.5%	Shares	Sole	2024-10-24
2024-03-31	$402,855	4,692	+8430.9%	Shares	Sole	2024-04-30
2022-06-30	$3,043	55	-84.1%	Shares	Sole	2022-07-29
2022-03-31	$22,214	345	-22.6%	Shares	Sole	2022-05-11
2021-12-31	$26,041	446	+123.0%	Shares	Sole	2022-01-10
2021-09-30	$10,426	200	+1011.1%	Shares	Sole	2021-11-24
2021-06-30	$965	18	0.0%	Shares	Sole	2021-07-30
2021-03-31	$921	18	+38.5%	Shares	Sole	2021-04-29
2020-06-30	$468	13	0.0%	Shares	Sole	2020-07-10
2020-03-31	$445	13	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.