Robertson Stephens Wealth Management, LLC

Position in AFL — Aflac Inc

CIK 1767307 San Francisco, CA

Position in AFL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$721,087

-$12,104 QoQ

Shares Held

6,150

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#823

of 1,687 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,986,685 across 4 Insurance - Life names. AFL ranks #2 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	19,316	$782,491
2	AFL	Aflac Inc This page	6,150	$721,087
3	PRI	Primerica, Inc.	899	$255,495
4	UNM	Unum Group	2,546	$227,612

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,087	6,150	-8.0%	Shares	Sole	2026-07-29
2026-03-31	$733,191	6,683	-0.4%	Shares	Sole	2026-04-28
2025-12-31	$739,801	6,709	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$747,049	6,688	-4.3%	Shares	Sole	2025-11-12
2025-06-30	$737,165	6,990	+0.0%	Shares	Sole	2025-07-24
2025-03-31	$776,884	6,987	+0.4%	Shares	Sole	2025-04-17
2024-12-31	$719,942	6,960	+1.6%	Shares	Sole	2025-01-27
2024-09-30	$766,165	6,853	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$618,739	6,928	-27.1%	Shares	Sole	2024-08-13
2024-03-31	$815,755	9,501	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$790,185	9,578	-1.4%	Shares	Sole	2024-02-06
2023-09-30	$745,396	9,712	+41.1%	Shares	Sole	2023-11-13
2023-06-30	$480,503	6,884	-11.8%	Shares	Sole	2023-08-11
2023-03-31	$503,320	7,801	-1.4%	Shares	Sole	2023-05-11
2022-12-31	$569,333	7,914	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$446,284	7,941	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$434,008	7,844	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$511,192	7,939	+59.9%	Shares	Sole	2022-05-16
2021-12-31	$289,964	4,966	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.