Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$473,572
-$12,553 QoQ
Shares Held
4,039
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#983
of 1,687 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $10,570,848 across 10 Insurance - Life names. AFL ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
|
15,343 | $4,360,480 | |
| 2 | JXN |
Jackson Financial Inc.
|
12,935 | $1,324,414 | |
| 3 | GL |
Globe Life Inc.
|
5,256 | $939,142 | |
| 4 | MFC |
Manulife Financial Corp
|
21,893 | $886,885 | |
| 5 | PUK |
Prudential PLC
|
30,202 | $809,715 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
15,621 | $796,358 | |
| 7 | AFL |
Aflac Inc
This page
|
4,039 | $473,572 | |
| 8 | UNM |
Unum Group
|
4,864 | $434,841 |
All Filings in AFL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,572 | 4,039 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $486,125 | 4,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,314,859 | 11,924 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $519,740 | 4,653 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $373,117 | 3,538 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $423,077 | 3,805 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $489,064 | 4,728 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $503,211 | 4,501 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $243,726 | 2,729 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $287,716 | 3,351 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $249,727 | 3,027 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $232,706 | 3,032 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||