Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,542,658
+$91,085 QoQ
Shares Held
13,157
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#607
of 1,687 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $2,845,088 across 4 Insurance - Life names. AFL ranks #1 (54.2% of the industry book) .
All Filings in AFL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,658 | 13,157 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,451,573 | 13,231 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,537,053 | 13,939 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,461,259 | 13,082 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,304,540 | 12,370 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,367,859 | 12,302 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,266,002 | 12,239 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,362,283 | 12,185 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,083,419 | 12,131 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,035,815 | 12,064 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $989,175 | 11,990 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,336,371 | 17,412 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,208,656 | 17,316 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,110,260 | 17,208 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,230,389 | 17,103 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $955,905 | 17,009 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $935,021 | 16,899 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,080,850 | 16,786 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $973,711 | 16,676 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $864,159 | 16,577 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $884,424 | 16,482 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||