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PlanVest Financial, Inc

Position in AFL — Aflac Inc

CIK 2135239 GAITHERSBURG, MD

Position in AFL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$46,900
+$3,016 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,484
of 1,687 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AFL Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $62,995 across 3 Insurance - Life names. AFL ranks #1 (74.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AFL
Aflac Inc
This page
400 $46,900

All Filings in AFL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $46,900 400
2026-03-31 $43,884 400