Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$320,796
+$20,630 QoQ
Shares Held
2,736
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,142
of 1,687 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $763,827 across 3 Insurance - Life names. AFL ranks #1 (42.0% of the industry book) .
All Filings in AFL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,796 | 2,736 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $300,166 | 2,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,763 | 2,791 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||