Avion Wealth

Position in AFL — Aflac Inc

CIK 1792704 THE WOODLANDS, TX

Position in AFL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$17,587

+$4,203 QoQ

Shares Held

150

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,552

of 1,687 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $200,138 across 11 Insurance - Life names. AFL ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	3,059	$123,920
2	AFL	Aflac Inc This page	150	$17,587
3	PRU	Prudential Financial Inc	140	$15,110
4	MET	Metlife Inc	170	$14,383
5	FG	F&G Annuities & Life, Inc.	523	$13,906
6	CNO	CNO Financial Group, Inc.	151	$7,697
7	GL	Globe Life Inc.	16	$2,858
8	UNM	Unum Group	19	$1,698

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,587	150	+23.0%	Shares	Sole	2026-07-31
2026-03-31	$13,384	122	+4.3%	Shares	Sole	2026-05-01
2025-12-31	$12,901	117	-4.1%	Shares	Sole	2026-01-23
2025-09-30	$13,627	122	+37.1%	Shares	Sole	2025-10-24
2025-06-30	$9,385	89	+48.3%	Shares	Sole	2025-07-31
2025-03-31	$6	60	0.0%	Shares	Sole	2025-05-09
2024-12-31	$6,206	60	+5.3%	Shares	Sole	2025-01-29
2024-09-30	$6,372	57	0.0%	Shares	Sole	2024-10-18
2024-06-30	$5,090	57	+72.7%	Shares	Sole	2024-07-26
2024-03-31	$2,833	33	+120.0%	Shares	Sole	2024-05-03
2023-12-31	$1	15	-59.5%	Shares	Sole	2024-01-26
2023-09-30	$616	37	+131.2%	Shares	Sole	2023-10-20
2023-06-30	$1,116	16	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.