Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership17,727 shares
Latest Disclosed Value $ 1,944,834
EP Wealth Advisors, Inc. reports 3.51% decrease in ownership of AFL / Aflac Incorporated

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 17,727 shares of Aflac Incorporated (MX:AFL) valued at $1,944,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 18,371 shares of Aflac Incorporated. This represents a change in shares of -3.51% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AFLAC COM 001055102 17,727 -644 -3.51 1,945 -4.00 0.0096
2026-02-18 2025-12-31 13F AFLAC COM 001055102 18,371 268 1.48 2,026 6.08 0.0105
2025-08-14 2025-06-30 13F AFLAC COM 001055102 18,103 1,138 6.71 1,909 1.22 0.0125
2025-05-15 2025-03-31 13F AFLAC COM 001055102 16,965 288 1.73 1,886 9.33 0.0151
2025-02-14 2024-12-31 13F AFLAC COM 001055102 16,677 2,433 17.08 1,725 8.35 0.0141
2024-11-15 2024-09-30 13F AFLAC COM 001055102 14,244 8,552 150.25 1,593 213.39 0.0137
2024-08-19 2024-06-30 13F AFLAC COM 001055102 5,692 1,394 32.43 508 38.04 0.0054
2024-05-14 2024-03-31 13F AFLAC COM 001055102 4,298 67 1.58 369 5.44 0.0043
2024-02-28 2023-12-31 13F AFLAC COM 001055102 4,231 120 2.92 349 10.79 0.0045
2023-11-24 2023-09-30 13F AFLAC COM 001055102 4,111 181 4.61 316 -9.74 0.0049
2023-08-14 2023-06-30 13F AFLAC COM 001055102 3,930 0 0.00 350 37.94 0.0050
2023-06-05 2023-03-31 13F AFLAC COM 001055102 3,930 909 30.09 254 16.59 0.0044
2023-06-12 2022-12-31 13F AFLAC COM 001055102 3,021 3,021 217 0.0039
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.