Position in AFL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,129,821
+$75,508 QoQ
Shares Held
9,636
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#680
of 1,687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HCR Wealth Advisors holds $1,526,008 across 2 Insurance - Life names. AFL ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
9,636 | $1,129,821 | |
| 2 | MFC |
Manulife Financial Corp
|
9,780 | $396,187 |
All Filings in AFL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,821 | 9,636 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,054,313 | 9,610 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,054,401 | 9,562 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,052,325 | 9,421 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $988,898 | 9,377 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,037,180 | 9,328 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $960,233 | 9,283 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,033,032 | 9,240 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $821,741 | 9,201 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $785,962 | 9,154 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $750,750 | 9,100 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||