Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,026,365
+$227,547 QoQ
Shares Held
34,340
-0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#402
of 1,687 holders
Holding Since
Mar 2020
26 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, 2026Trek Financial, LLC holds $4,026,365 across 1 Insurance - Life name. AFL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
34,340 | $4,026,365 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,026,365 | 34,340 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,798,818 | 34,626 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,574,291 | 32,414 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,603,888 | 32,264 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,400,241 | 32,242 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,672,494 | 33,029 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,414,450 | 33,009 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,731,995 | 33,381 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,981,167 | 33,380 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,879,830 | 33,541 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,055,800 | 37,040 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,837,063 | 36,965 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,673,758 | 38,306 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,492,085 | 38,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,803,142 | 38,965 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,501,293 | 44,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,142,930 | 38,730 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,520,482 | 39,144 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,781,654 | 30,513 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,590,642 | 30,513 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,637,327 | 30,513 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,590,418 | 31,075 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,381,905 | 31,075 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,129,249 | 31,066 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,120,496 | 31,099 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,084,517 | 31,674 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||