Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,152,877
+$122,790 QoQ
Shares Held
35,419
-3.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#398
of 1,687 holders
Holding Since
Dec 2020
22 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, 2026Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. AFL ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
51,684 | $4,372,982 | |
| 2 | AFL |
Aflac Inc
This page
|
35,419 | $4,152,877 | |
| 3 | MFC |
Manulife Financial Corp
|
52,555 | $2,129,002 | |
| 4 | PRU |
Prudential Financial Inc
|
14,683 | $1,584,735 | |
| 5 | JXN |
Jackson Financial Inc.
|
15,103 | $1,546,395 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,926 | $1,514,515 | |
| 7 | LNC |
Lincoln National Corp
|
29,384 | $1,038,723 | |
| 8 | UNM |
Unum Group
|
3,221 | $287,957 |
All Filings in AFL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,152,877 | 35,419 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,030,087 | 36,734 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,267,999 | 38,705 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,376,517 | 39,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,148,479 | 39,337 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,574,022 | 41,137 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,326,688 | 41,828 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,404,136 | 39,393 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $3,447,965 | 40,158 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,257,017 | 39,479 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,488,594 | 45,454 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,242,070 | 46,448 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,974,630 | 46,104 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,245,141 | 45,109 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,687,821 | 47,826 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,171,017 | 57,311 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,027,149 | 15,952 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $973,302 | 16,669 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $408,230 | 7,831 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $370,736 | 6,909 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $289,064 | 5,648 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $296,748 | 6,673 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||