Position in AFL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$864,718
+$92,909 QoQ
Shares Held
7,375
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#766
of 1,687 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $1,069,220 across 2 Insurance - Life names. AFL ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
7,375 | $864,718 | |
| 2 | MET |
Metlife Inc
|
2,417 | $204,502 |
All Filings in AFL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,718 | 7,375 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $771,809 | 7,035 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $759,650 | 6,889 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $428,704 | 3,838 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $223,120 | 2,157 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $250,208 | 2,238 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $294,455 | 3,297 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||