Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$429,369
+$29,915 QoQ
Shares Held
3,662
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,029
of 1,686 holders
Holding Since
Dec 2020
20 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. AFL ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
This page
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in AFL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,369 | 3,662 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $399,454 | 3,641 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $399,397 | 3,622 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $404,689 | 3,623 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,187 | 3,624 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $293,096 | 2,636 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $269,978 | 2,610 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $427,635 | 3,825 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $342,593 | 3,836 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $329,358 | 3,836 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $315,562 | 3,825 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $293,568 | 3,825 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $266,984 | 3,825 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $246,788 | 3,825 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $279,629 | 3,887 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $215,414 | 3,833 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,079 | 3,833 | Shares | Sole | 2022-08-03 | |
| 2021-06-30 | $213,942 | 3,987 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $205,896 | 4,023 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $182,637 | 4,107 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||