Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$841,386
+$64,969 QoQ
Shares Held
7,176
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#772
of 1,687 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $2,602,096 across 5 Insurance - Life names. AFL ranks #1 (32.3% of the industry book) .
All Filings in AFL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,386 | 7,176 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $776,417 | 7,077 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $784,460 | 7,114 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $876,733 | 7,849 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $828,493 | 7,856 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,026,506 | 9,232 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,566,185 | 15,141 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,594,827 | 14,265 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,204,613 | 13,488 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $828,463 | 9,649 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $382,305 | 4,634 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $314,982 | 4,104 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $254,072 | 3,640 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $198,076 | 3,070 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||