Position in AFL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$255,605
+$16,657 QoQ
Shares Held
2,180
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,251
of 1,687 holders
Holding Since
Sep 2024
8 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,015,402 across 2 Insurance - Life names. AFL ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,980 | $759,797 | |
| 2 | AFL |
Aflac Inc
This page
|
2,180 | $255,605 |
All Filings in AFL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,605 | 2,180 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $238,948 | 2,178 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $234,544 | 2,127 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $233,676 | 2,092 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $216,298 | 2,051 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $233,165 | 2,097 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $212,879 | 2,058 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $233,326 | 2,087 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||