Position in AFL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$959,078
+$85,458 QoQ
Shares Held
7,987
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#728
of 1,687 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $2,495,309 across 3 Insurance - Life names. AFL ranks #2 (38.4% of the industry book) .
All Filings in AFL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,078 | 7,987 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $873,620 | 7,963 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $881,277 | 7,992 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $892,036 | 7,986 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $839,461 | 7,960 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $920,319 | 8,277 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $860,517 | 8,319 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||