Heritage Trust Co

Bank

Position in AFL — Aflac Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in AFL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,322,136

+$146,148 QoQ

Shares Held

19,805

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#508

of 1,687 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Heritage Trust Co holds $7,189,121 across 3 Insurance - Life names. AFL ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	31,824	$2,692,628
2	AFL	Aflac Inc This page	19,805	$2,322,136
3	PRU	Prudential Financial Inc	20,146	$2,174,357

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,322,136	19,805	-0.1%	Shares	Sole	2026-08-06
2026-03-31	$2,175,988	19,834	-1.3%	Shares	Sole	2026-05-13
2025-12-31	$2,215,985	20,096	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$2,282,254	20,432	-2.7%	Shares	Sole	2025-11-12
2025-06-30	$2,215,081	21,004	-3.0%	Shares	Sole	2025-08-12
2025-03-31	$2,406,818	21,646	+0.8%	Shares	Sole	2025-05-09
2024-12-31	$2,221,374	21,475	+5.0%	Shares	Sole	2025-02-13
2024-06-30	$1,826,121	20,447	+5.0%	Shares	Sole	2024-08-12
2024-03-31	$1,671,865	19,472	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$1,608,750	19,500	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,496,625	19,500	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$1,362,286	19,517	+2.8%	Shares	Sole	2023-08-11
2023-03-31	$1,225,363	18,992	+0.8%	Shares	Sole	2023-05-12
2022-12-31	$1,355,637	18,844	+4.5%	Shares	Sole	2023-02-10
2022-09-30	$1,013,398	18,032	-0.1%	Shares	Sole	2022-11-10
2022-06-30	$999,093	18,057	-3.6%	Shares	Sole	2022-08-11
2022-03-31	$1,206,282	18,734	-1.5%	Shares	Sole	2022-05-11
2021-12-31	$1,110,052	19,011	-1.0%	Shares	Sole	2022-02-09
2021-09-30	$1,001,365	19,209	-1.4%	Shares	Sole	2021-11-09
2021-06-30	$1,045,189	19,478	-2.8%	Shares	Sole	2021-08-09
2021-03-31	$1,025,186	20,031	-1.7%	Shares	Sole	2021-05-12
2020-12-31	$906,076	20,375	-1.1%	Shares	Sole	2021-02-11
2020-09-30	$749,064	20,607	-1.3%	Shares	Sole	2020-11-13
2020-06-30	$752,270	20,879	-0.0%	Shares	Sole	2020-08-04
2020-03-31	$715,239	20,889	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.