Position in AFL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$264,985
-$161,238 QoQ
Shares Held
2,260
-41.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,233
of 1,686 holders
Holding Since
Mar 2026
2 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $2,880,026 across 2 Insurance - Life names. AFL ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
30,907 | $2,615,041 | |
| 2 | AFL |
Aflac Inc
This page
|
2,260 | $264,985 |
All Filings in AFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,985 | 2,260 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $426,223 | 3,885 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||