Summit Financial, LLC

Position in AFL — Aflac Inc

CIK 1765536 PARSIPPANY, NJ

Position in AFL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,692,880

+$192,041 QoQ

Shares Held

22,967

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#474

of 1,687 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $7,826,988 across 6 Insurance - Life names. AFL ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	22,967	$2,692,880
2	MET	Metlife Inc	29,207	$2,471,204
3	PRU	Prudential Financial Inc	11,524	$1,243,785
4	GL	Globe Life Inc.	4,019	$718,114
5	LNC	Lincoln National Corp	15,437	$545,697
6	GNW	Genworth Financial Inc	16,400	$155,308

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,880	22,967	+0.8%	Shares	Sole	2026-08-12
2026-03-31	$2,500,839	22,795	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$2,569,952	23,306	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$2,608,195	23,350	-49.0%	Shares	Sole	2025-11-14
2025-06-30	$4,825,322	45,755	+7.8%	Shares	Sole	2025-08-13
2025-03-31	$4,719,681	42,447	+120.3%	Shares	Sole	2025-05-14
2024-12-31	$1,993,185	19,269	+0.6%	Shares	Sole	2025-02-12
2024-09-30	$2,140,522	19,146	+26.2%	Shares	Sole	2024-11-12
2024-06-30	$1,354,922	15,171	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.