Crewe Advisors LLC

Position in AFL — Aflac Inc

CIK 1730033 SALT LAKE CITY, UT

Position in AFL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$95,793

+$11,756 QoQ

Shares Held

817

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,427

of 1,687 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $422,680 across 6 Insurance - Life names. AFL ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	7,200	$291,672
2	AFL	Aflac Inc This page	817	$95,793
3	PRU	Prudential Financial Inc	205	$22,125
4	MET	Metlife Inc	143	$12,099
5	GL	Globe Life Inc.	3	$536
6	PUK	Prudential PLC	17	$455

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,793	817	+6.7%	Shares	Sole	2026-07-24
2026-03-31	$84,037	766	0.0%	Shares	Sole	2026-05-07
2025-12-31	$84,466	766	0.0%	Shares	Sole	2026-01-16
2025-09-30	$85,562	766	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$81,204	770	0.0%	Shares	Sole	2025-07-30
2025-03-31	$85,616	770	-30.3%	Shares	Sole	2025-04-23
2024-12-31	$114,301	1,105	-0.2%	Shares	Sole	2025-01-27
2024-09-30	$123,762	1,107	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$98,330	1,101	-4.0%	Shares	Sole	2024-07-29
2024-03-31	$98,481	1,147	+4.2%	Shares	Sole	2024-05-14
2023-06-30	$76,849	1,101	0.0%	Shares	Sole	2023-07-28
2023-03-31	$71,036	1,101	-12.4%	Shares	Sole	2023-05-12
2022-12-31	$90,428	1,257	+0.5%	Shares	Sole	2023-02-08
2022-09-30	$70,306	1,251	+37.5%	Shares	Sole	2022-11-14
2022-06-30	$50,350	910	+18.8%	Shares	Sole	2022-08-02
2022-03-31	$49,322	766	0.0%	Shares	Sole	2022-04-27
2021-12-31	$44,726	766	0.0%	Shares	Sole	2022-02-10
2021-09-30	$39,931	766	0.0%	Shares	Sole	2021-10-29
2021-06-30	$41,103	766	0.0%	Shares	Sole	2021-08-11
2021-03-31	$39,203	766	0.0%	Shares	Sole	2021-04-21
2020-12-31	$34,064	766	-7.5%	Shares	Sole	2021-01-27
2020-09-30	$30,097	828	+8.1%	Shares	Sole	2020-10-13
2020-06-30	$27,598	766	0.0%	Shares	Sole	2020-07-24
2020-03-31	$26,227	766	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.