Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,184,719
+$394,252 QoQ
Shares Held
18,633
+14.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#524
of 1,687 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. AFL ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
18,633 | $2,184,719 | |
| 2 | PRU |
Prudential Financial Inc
|
16,515 | $1,782,463 | |
| 3 | GL |
Globe Life Inc.
|
5,798 | $1,035,986 | |
| 4 | MFC |
Manulife Financial Corp
|
22,584 | $914,877 | |
| 5 | UNM |
Unum Group
|
6,298 | $563,041 | |
| 6 | MET |
Metlife Inc
|
4,977 | $421,103 | |
| 7 | LNC |
Lincoln National Corp
|
3,304 | $116,796 | |
| 8 | GNW |
Genworth Financial Inc
|
3,981 | $37,700 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,184,719 | 18,633 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,790,467 | 16,320 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,560,651 | 14,153 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $995,470 | 8,912 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $933,321 | 8,850 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $928,881 | 8,354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $863,413 | 8,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $976,796 | 8,737 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $570,601 | 6,389 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,326 | 5,571 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $463,072 | 5,613 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $740,484 | 9,648 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $673,151 | 9,644 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $444,542 | 6,890 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $492,285 | 6,843 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,576 | 6,843 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $366,284 | 6,620 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $426,261 | 6,620 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $386,541 | 6,620 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,497 | 163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,473 | 307 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,330 | 280 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,518 | 304 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,101 | 553 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,882 | 80 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,739 | 80 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||