Position in AFL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$128,269
+$33,264 QoQ
Shares Held
1,094
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,408
of 1,687 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $869,440 across 6 Insurance - Life names. AFL ranks #4 (14.8% of the industry book) .
All Filings in AFL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,269 | 1,094 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $95,005 | 866 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $70,571 | 640 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $76,958 | 689 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $76,035 | 721 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $61,485 | 553 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $67,545 | 653 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,456,641 | 13,029 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,122,179 | 12,565 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,070,930 | 12,473 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,004,355 | 12,174 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $957,993 | 12,482 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $605,235 | 8,671 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $375,829 | 5,825 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $494,947 | 6,880 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $374,854 | 6,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,820 | 6,955 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $406,880 | 6,319 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $217,502 | 3,725 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $345,465 | 6,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $276,617 | 5,155 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $260,250 | 5,085 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $279,182 | 6,278 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $215,228 | 5,921 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||