Caldwell Trust Co

Bank

Position in AFL — Aflac Inc

CIK 2080218 Venice, FL

Position in AFL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$464,896

+$29,896 QoQ

Shares Held

3,965

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#993

of 1,687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $2,118,073 across 5 Insurance - Life names. AFL ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	12,990	$1,402,010
2	AFL	Aflac Inc This page	3,965	$464,896
3	MET	Metlife Inc	2,516	$212,878
4	MFC	Manulife Financial Corp	853	$34,555
5	BHF	Brighthouse Financial, Inc.	59	$3,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,896	3,965	0.0%	Shares	Sole	2026-08-03
2026-03-31	$435,000	3,965	-1.9%	Shares	Sole	2026-04-22
2025-12-31	$445,490	4,040	-4.5%	Shares	Sole	2026-01-30
2025-09-30	$472,491	4,230	-10.8%	Shares	Sole	2025-10-23
2025-06-30	$499,880	4,740	0.0%	Shares	Sole	2025-09-22
2025-03-31	$527,040	4,740	0.0%	Shares	Sole	2025-09-23
2024-12-31	$490,305	4,740	-14.4%	Shares	Sole	2025-09-24
2024-09-30	$619,372	5,540	0.0%	Shares	Sole	2025-09-24
2024-06-30	$494,777	5,540	-18.9%	Shares	Sole	2025-09-24
2024-03-31	$586,853	6,835	-36.9%	Shares	Sole	2025-09-24
2023-12-31	$893,887	10,835	0.0%	Shares	Sole	2025-10-01
2023-09-30	$831,586	10,835	-0.9%	Shares	Sole	2025-10-01
2023-06-30	$763,263	10,935	0.0%	Shares	Sole	2025-10-01
2023-03-31	$705,526	10,935	-7.3%	Shares	Sole	2025-10-01
2022-12-31	$848,532	11,795	-4.0%	Shares	Sole	2025-10-01
2022-09-30	$690,529	12,287	0.0%	Shares	Sole	2025-10-01
2022-06-30	$679,839	12,287	-8.9%	Shares	Sole	2025-10-02
2022-03-31	$868,427	13,487	0.0%	Shares	Sole	2025-10-02
2021-12-31	$787,505	13,487	0.0%	Shares	Sole	2025-10-02
2021-09-30	$703,077	13,487	0.0%	Shares	Sole	2025-10-02
2021-06-30	$723,712	13,487	+8.0%	Shares	Sole	2025-10-02
2021-03-31	$639,084	12,487	0.0%	Shares	Sole	2025-10-02
2020-12-31	$555,296	12,487	-20.4%	Shares	Sole	2025-10-02
2020-09-30	$570,222	15,687	-1.5%	Shares	Sole	2025-10-02
2020-06-30	$573,705	15,923	0.0%	Shares	Sole	2025-10-02
2020-03-31	$545,203	15,923	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.