Position in AFL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$384,345
+$125,430 QoQ
Shares Held
3,278
+38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,070
of 1,687 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $619,956 across 2 Insurance - Life names. AFL ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
3,278 | $384,345 | |
| 2 | PRU |
Prudential Financial Inc
|
2,183 | $235,611 |
All Filings in AFL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,345 | 3,278 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $258,915 | 2,360 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $233,662 | 2,119 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $226,415 | 2,027 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||