Position in AFL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,160,165
+$784,432 QoQ
Shares Held
120,769
-0.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#205
of 1,687 holders
Holding Since
Mar 2020
25 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, 2026OPPENHEIMER & CO INC holds $20,759,258 across 6 Insurance - Life names. AFL ranks #1 (68.2% of the industry book) .
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,160,165 | 120,769 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,375,733 | 121,919 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $13,832,034 | 123,832 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,151,916 | 124,710 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,045,631 | 126,321 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,299,073 | 128,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,395,032 | 128,757 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $16,388,027 | 183,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,871,993 | 184,859 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,981,587 | 181,595 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,995,746 | 182,355 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,893,246 | 184,717 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,342,095 | 191,291 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,928,053 | 207,507 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,840,440 | 210,684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,161,921 | 219,807 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $14,150,088 | 219,756 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,837,041 | 219,850 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $11,501,389 | 220,629 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,851,830 | 220,869 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,049,096 | 215,887 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,011,032 | 292,580 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,602,738 | 319,195 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,704,633 | 324,858 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,203,088 | 327,193 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||