Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,863
-$18,717 QoQ
Shares Held
195
-48.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,542
of 1,687 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $169,967 across 10 Insurance - Life names. AFL ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
896 | $36,296 | |
| 2 | UNM |
Unum Group
|
256 | $22,886 | |
| 3 | AFL |
Aflac Inc
This page
|
195 | $22,863 | |
| 4 | PRU |
Prudential Financial Inc
|
211 | $22,773 | |
| 5 | MET |
Metlife Inc
|
252 | $21,321 | |
| 6 | GL |
Globe Life Inc.
|
71 | $12,686 | |
| 7 | JXN |
Jackson Financial Inc.
|
122 | $12,491 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
190 | $9,686 |
All Filings in AFL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,863 | 195 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $41,580 | 379 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,312 | 157 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,648 | 158 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,662 | 158 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $18,123 | 163 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,860 | 163 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,223 | 163 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,718 | 176 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,121 | 246 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,295 | 246 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||