MONTAG A & ASSOCIATES INC

Position in AFL — Aflac Inc

CIK 829407 ATLANTA, GA

Position in AFL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,653,342

+$106,322 QoQ

Shares Held

14,101

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#591

of 1,687 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,687,734 across 5 Insurance - Life names. AFL ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	14,101	$1,653,342
2	MET	Metlife Inc	10,737	$908,457
3	MFC	Manulife Financial Corp	22,279	$902,522
4	PRU	Prudential Financial Inc	1,325	$143,007
5	GL	Globe Life Inc.	450	$80,406

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,653,342	14,101	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,547,020	14,101	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$1,556,019	14,111	-0.2%	Shares	Sole	2026-02-02
2025-09-30	$1,578,991	14,136	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$1,487,091	14,101	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,567,890	14,101	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$1,459,641	14,111	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$1,576,491	14,101	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,259,360	14,101	+4.1%	Shares	Sole	2024-07-31
2024-03-31	$1,163,145	13,547	0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,117,627	13,547	0.0%	Shares	Sole	2024-02-07
2023-09-30	$1,039,732	13,547	0.0%	Shares	Sole	2023-11-09
2023-06-30	$945,580	13,547	0.0%	Shares	Sole	2023-08-09
2023-03-31	$874,052	13,547	0.0%	Shares	Sole	2023-05-11
2022-12-31	$974,571	13,547	0.0%	Shares	Sole	2023-02-02
2022-09-30	$761,341	13,547	+27.2%	Shares	Sole	2022-11-09
2022-06-30	$589,098	10,647	+6.4%	Shares	Sole	2022-08-10
2022-03-31	$644,221	10,005	0.0%	Shares	Sole	2022-05-02
2021-12-31	$584,191	10,005	-16.7%	Shares	Sole	2022-02-09
2021-09-30	$625,820	12,005	-15.6%	Shares	Sole	2021-11-08
2021-06-30	$763,635	14,231	0.0%	Shares	Sole	2021-08-03
2021-03-31	$728,342	14,231	+18.5%	Shares	Sole	2021-05-14
2020-12-31	$533,862	12,005	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.