Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,420,718
+$270,272 QoQ
Shares Held
12,117
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#626
of 1,687 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $6,259,598 across 7 Insurance - Life names. AFL ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
28,173 | $2,383,717 | |
| 2 | PRU |
Prudential Financial Inc
|
13,329 | $1,438,598 | |
| 3 | AFL |
Aflac Inc
This page
|
12,117 | $1,420,718 | |
| 4 | LNC |
Lincoln National Corp
|
9,656 | $341,339 | |
| 5 | JXN |
Jackson Financial Inc.
|
2,988 | $305,941 | |
| 6 | GL |
Globe Life Inc.
|
1,379 | $246,399 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
11,474 | $122,886 |
All Filings in AFL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,718 | 12,117 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,150,446 | 10,433 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $253,447 | 2,269 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $287,062 | 2,722 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $303,771 | 2,732 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $309,078 | 2,988 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $686,787 | 6,143 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $280,076 | 3,136 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $308,752 | 3,596 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $626,340 | 7,592 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $346,219 | 4,511 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $341,246 | 5,289 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $206,085 | 3,667 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $245,712 | 3,816 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||