Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$289,373
+$19,158 QoQ
Shares Held
2,468
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,192
of 1,686 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $799,647 across 8 Insurance - Life names. AFL ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,468 | $289,373 | |
| 2 | MFC |
Manulife Financial Corp
|
6,752 | $273,523 | |
| 3 | UNM |
Unum Group
|
1,904 | $170,217 | |
| 4 | MET |
Metlife Inc
|
363 | $30,713 | |
| 5 | PRU |
Prudential Financial Inc
|
178 | $19,211 | |
| 6 | PRI |
Primerica, Inc.
|
50 | $14,210 | |
| 7 | LNC |
Lincoln National Corp
|
50 | $1,767 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
10 | $633 |
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,373 | 2,468 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $270,215 | 2,463 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $304,565 | 2,762 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $308,292 | 2,760 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $290,964 | 2,759 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $306,662 | 2,758 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $297,183 | 2,873 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $321,089 | 2,872 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $262,124 | 2,935 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $251,913 | 2,934 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,890 | 2,932 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $224,877 | 2,930 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $204,444 | 2,929 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $188,785 | 2,926 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $235,171 | 3,269 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||