Position in AFL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$260,881
+$13,485 QoQ
Shares Held
2,225
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,239
of 1,687 holders
Holding Since
Jun 2024
9 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, 2026Legacy Financial Advisors, Inc. holds $492,395 across 2 Insurance - Life names. AFL ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,225 | $260,881 | |
| 2 | MFC |
Manulife Financial Corp
|
5,715 | $231,514 |
All Filings in AFL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,881 | 2,225 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $247,396 | 2,255 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $283,393 | 2,570 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $294,999 | 2,641 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $217,880 | 2,066 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $241,393 | 2,171 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,257 | 2,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $264,407 | 2,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $220,059 | 2,464 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||