Confluence Wealth Services, Inc.

Position in AFL — Aflac Inc

CIK 1910411 MCMURRAY, PA

Position in AFL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,413,800

+$113,518 QoQ

Shares Held

12,058

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#629

of 1,687 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $3,875,001 across 4 Insurance - Life names. AFL ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	12,058	$1,413,800
2	PRU	Prudential Financial Inc	10,857	$1,171,796
3	MET	Metlife Inc	12,563	$1,062,955
4	MFC	Manulife Financial Corp	5,590	$226,450

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,413,800	12,058	+1.7%	Shares	Sole	2026-07-22
2026-03-31	$1,300,282	11,852	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$1,314,749	11,923	+0.8%	Shares	Sole	2026-01-28
2025-09-30	$1,321,075	11,827	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$1,237,045	11,730	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$1,289,581	11,598	+1.0%	Shares	Sole	2025-04-24
2024-12-31	$1,187,698	11,482	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$1,276,979	11,422	+1.7%	Shares	Sole	2024-10-29
2024-06-30	$1,002,683	11,227	-89.7%	Shares	Sole	2024-07-31
2024-03-31	$937,578	109,120	+978.0%	Shares	Sole	2024-04-22
2023-12-31	$835,065	10,122	-1.2%	Shares	Sole	2024-01-25
2023-09-30	$786,610	10,249	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$716,008	10,258	-4.6%	Shares	Sole	2023-08-01
2023-03-31	$693,654	10,751	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$761,053	10,579	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$605,330	10,771	-4.4%	Shares	Sole	2022-11-08
2022-06-30	$623,237	11,264	+1.9%	Shares	Sole	2022-08-15
2022-03-31	$711,895	11,056	-10.5%	Shares	Sole	2022-04-26
2021-12-31	$721,058	12,349	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.