Position in AFL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$443,322
+$33,556 QoQ
Shares Held
3,781
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,011
of 1,687 holders
Holding Since
Mar 2022
16 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, 2026TriaGen Wealth Management LLC holds $2,706,301 across 2 Insurance - Life names. AFL ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
26,746 | $2,262,979 | |
| 2 | AFL |
Aflac Inc
This page
|
3,781 | $443,322 |
All Filings in AFL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,322 | 3,781 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $409,766 | 3,735 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $411,858 | 3,735 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $407,593 | 3,649 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $358,036 | 3,395 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $377,490 | 3,395 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $351,178 | 3,395 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $379,561 | 3,395 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $301,599 | 3,377 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $279,903 | 3,260 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $268,950 | 3,260 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $250,205 | 3,260 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $227,548 | 3,260 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $210,335 | 3,260 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $234,524 | 3,260 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $209,911 | 3,260 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||