Position in AFL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$542,984
+$40,074 QoQ
Shares Held
4,631
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#919
of 1,687 holders
Holding Since
Sep 2023
12 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, 2026Cyndeo Wealth Partners, LLC holds $12,280,167 across 2 Insurance - Life names. AFL ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
138,721 | $11,737,183 | |
| 2 | AFL |
Aflac Inc
This page
|
4,631 | $542,984 |
All Filings in AFL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,984 | 4,631 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $502,910 | 4,584 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $500,736 | 4,541 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $507,453 | 4,543 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $486,803 | 4,616 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $458,658 | 4,125 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $427,414 | 4,132 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $461,957 | 4,132 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $352,149 | 3,943 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $340,692 | 3,968 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $229,432 | 2,781 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $211,830 | 2,760 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||