Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,789,193
+$923,452 QoQ
Shares Held
40,846
+15.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#371
of 1,687 holders
Holding Since
Dec 2020
23 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, 2026Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. AFL ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
40,846 | $4,789,193 | |
| 2 | PRU |
Prudential Financial Inc
|
24,420 | $2,635,650 | |
| 3 | UNM |
Unum Group
|
19,387 | $1,733,197 | |
| 4 | MFC |
Manulife Financial Corp
|
37,962 | $1,537,840 | |
| 5 | MET |
Metlife Inc
|
15,968 | $1,351,052 | |
| 6 | GL |
Globe Life Inc.
|
7,166 | $1,280,420 | |
| 7 | PRI |
Primerica, Inc.
|
3,476 | $987,879 | |
| 8 | JXN |
Jackson Financial Inc.
|
6,947 | $711,303 |
All Filings in AFL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,789,193 | 40,846 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,865,741 | 35,236 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,309,274 | 20,942 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,748,652 | 33,560 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,300,581 | 31,297 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,579,984 | 32,197 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,763,457 | 36,383 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,386,249 | 39,233 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,263,829 | 25,348 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,131,474 | 24,825 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,122,560 | 25,728 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,033,414 | 26,494 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,596,046 | 22,866 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,001,414 | 15,521 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $674,149 | 9,371 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $952,252 | 16,944 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $571,116 | 10,322 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $673,197 | 10,455 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $561,244 | 9,612 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $515,252 | 9,884 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $469,632 | 8,752 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $416,093 | 8,130 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $301,017 | 6,769 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||