Sound View Wealth Advisors Group, LLC

Position in AFL — Aflac Inc

CIK 1784777 SAVANNAH, GA

Position in AFL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,980,596

+$443,416 QoQ

Shares Held

59,536

-0.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#304

of 1,686 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $7,958,936 across 3 Insurance - Life names. AFL ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	59,536	$6,980,596
2	LNC	Lincoln National Corp	14,964	$528,977
3	MET	Metlife Inc	5,311	$449,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,980,596	59,536	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$6,537,180	59,586	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$6,603,077	59,881	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$6,654,862	59,578	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$6,200,204	58,792	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$6,522,961	58,665	+15.7%	Shares	Sole	2025-05-08
2024-12-31	$5,245,649	50,712	+40.6%	Shares	Sole	2025-02-07
2024-09-30	$4,032,737	36,071	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$3,192,832	35,750	+0.3%	Shares	Sole	2024-08-05
2024-03-31	$3,061,767	35,660	-6.5%	Shares	Sole	2024-05-09
2023-12-31	$3,146,550	38,140	+0.6%	Shares	Sole	2024-02-08
2023-09-30	$2,910,129	37,917	+1.2%	Shares	Sole	2023-11-07
2023-06-30	$2,614,219	37,453	+0.4%	Shares	Sole	2023-08-08
2023-03-31	$2,407,370	37,312	-2.2%	Shares	Sole	2023-05-12
2022-12-31	$2,743,791	38,140	+1.6%	Shares	Sole	2024-02-13
2022-09-30	$2,110,703	37,557	+1.1%	Shares	Sole	2022-11-08
2022-06-30	$2,055,620	37,152	-0.5%	Shares	Sole	2022-08-05
2022-03-31	$2,405,030	37,351	-0.0%	Shares	Sole	2022-05-11
2021-12-31	$2,181,450	37,360	-5.5%	Shares	Sole	2022-01-20
2021-09-30	$2,059,916	39,515	0.0%	Shares	Sole	2021-10-21
2021-06-30	$2,120,374	39,515	0.0%	Shares	Sole	2021-07-21
2021-03-31	$2,022,377	39,515	-1.0%	Shares	Sole	2021-04-28
2020-12-31	$1,775,020	39,915	-3.0%	Shares	Sole	2021-02-02
2020-09-30	$1,495,475	41,141	-0.2%	Shares	Sole	2020-11-09
2020-06-30	$1,485,805	41,238	+8.1%	Shares	Sole	2020-08-07
2020-03-31	$1,306,529	38,158	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.