Position in AFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$83,625,396
+$16,247,220 QoQ
Shares Held
713,223
+16.1% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#3
of 524 holders
Holding Since
Dec 2020
23 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, 2026Vest Financial, LLC holds $130,048,406 across 6 Insurance - Life names. AFL ranks #1 (64.3% of the industry book) .
All Filings in AFL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,625,396 | 713,223 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $67,378,176 | 614,148 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $62,158,426 | 563,693 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $82,202,710 | 735,924 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $81,207,152 | 770,028 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $98,093,040 | 882,211 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $85,477,436 | 826,348 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $86,239,724 | 771,375 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,805,941 | 770,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $55,118,341 | 641,956 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,740,710 | 505,948 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $33,190,230 | 432,446 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $17,956,189 | 257,252 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,395,397 | 161,119 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,020,704 | 153,193 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,230,793 | 164,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,240,406 | 148,932 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,880,217 | 137,913 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,022,330 | 120,266 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,140,799 | 98,615 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,050,739 | 75,489 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,766,688 | 54,058 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,531,187 | 56,919 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||