Forum Financial Management, LP

Position in AFL — Aflac Inc

CIK 1911832 LOMBARD, IL

Position in AFL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$378,834

+$24,361 QoQ

Shares Held

3,231

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,079

of 1,687 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $1,661,384 across 3 Insurance - Life names. AFL ranks #3 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	8,330	$704,801
2	PRU	Prudential Financial Inc	5,353	$577,749
3	AFL	Aflac Inc This page	3,231	$378,834

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,834	3,231	0.0%	Shares	Sole	2026-07-23
2026-03-31	$354,473	3,231	-69.9%	Shares	Sole	2026-04-23
2025-12-31	$1,181,984	10,719	0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,197,312	10,719	+15.5%	Shares	Sole	2025-10-24
2025-06-30	$978,563	9,279	-4.8%	Shares	Sole	2025-07-30
2025-03-31	$1,083,880	9,748	+16.8%	Shares	Sole	2025-05-02
2024-09-30	$932,859	8,344	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$744,577	8,337	+1.3%	Shares	Sole	2024-07-30
2024-03-31	$706,627	8,230	-0.0%	Shares	Sole	2024-05-09
2023-12-31	$679,305	8,234	-14.5%	Shares	Sole	2024-02-07
2023-09-30	$738,718	9,625	+15.5%	Shares	Sole	2023-11-06
2023-06-30	$581,713	8,334	-38.3%	Shares	Sole	2023-07-26
2023-03-31	$871,794	13,512	+0.0%	Shares	Sole	2023-04-19
2022-12-31	$971,765	13,508	+0.1%	Shares	Sole	2023-01-24
2022-09-30	$758,475	13,496	0.0%	Shares	Sole	2022-11-07
2022-06-30	$746,733	13,496	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$863,341	13,408	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$784,995	13,444	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.