Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$530,087
+$34,089 QoQ
Shares Held
4,521
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#934
of 1,687 holders
Holding Since
Dec 2022
14 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, 2026Cassaday & Co Wealth Management LLC holds $2,004,105 across 8 Insurance - Life names. AFL ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
15,276 | $618,830 | |
| 2 | AFL |
Aflac Inc
This page
|
4,521 | $530,087 | |
| 3 | GL |
Globe Life Inc.
|
2,400 | $428,832 | |
| 4 | MET |
Metlife Inc
|
2,991 | $253,068 | |
| 5 | UNM |
Unum Group
|
953 | $85,198 | |
| 6 | PRU |
Prudential Financial Inc
|
699 | $75,443 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
196 | $12,406 | |
| 8 | PUK |
Prudential PLC
|
9 | $241 |
All Filings in AFL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,087 | 4,521 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $495,998 | 4,521 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $498,530 | 4,521 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $504,995 | 4,521 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $442,932 | 4,200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $466,998 | 4,200 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $438,068 | 4,235 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $473,473 | 4,235 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $387,337 | 4,337 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $363,445 | 4,233 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $310,035 | 3,758 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $288,426 | 3,758 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $233,304 | 3,616 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $260,135 | 3,616 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||