Position in AFL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,849,909
-$124,351 QoQ
Shares Held
16,862
-5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,274,768 across 7 Insurance - Life names. AFL ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
263,327 | $25,724,388 | |
| 2 | AFL |
Aflac Inc
This page
|
16,862 | $1,849,909 | |
| 3 | MET |
Metlife Inc
|
24,907 | $1,761,404 | |
| 4 | UNM |
Unum Group
|
10,180 | $743,432 | |
| 5 | LNC |
Lincoln National Corp
|
19,222 | $682,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,728 | $394,106 | |
| 7 | GNW |
Genworth Financial Inc
|
14,675 | $119,153 |
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,849,909 | 16,862 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,974,260 | 17,904 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $32,325,286 | 289,394 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $31,441,085 | 298,133 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $31,691,244 | 285,019 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $29,170,894 | 282,008 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $30,089,730 | 269,139 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $20,806,810 | 232,973 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $18,187,885 | 211,832 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,972,825 | 193,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,762,014 | 153,251 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,362,228 | 148,456 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,644,481 | 40,987 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,549,985 | 35,446 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,855,499 | 33,016 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $832,163 | 15,040 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,096,304 | 17,026 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $944,808 | 16,181 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $829,857 | 15,919 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,999,915 | 55,906 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $651,111 | 12,722 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $507,358 | 11,409 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,122,197 | 30,872 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,117,758 | 31,023 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,033,465 | 30,183 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||