Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$240,127
New position
Shares Held
2,048
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,280
of 1,687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Axis Wealth Partners, LLC holds $446,236 across 2 Insurance - Life names. AFL ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,048 | $240,127 | |
| 2 | MET |
Metlife Inc
|
2,436 | $206,109 |
All Filings in AFL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,127 | 2,048 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||