Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership26,256 shares
Latest Disclosed Value $ 2,880,546
Evercore Wealth Management, LLC reports 1.13% decrease in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 26,256 shares of Aflac Incorporated (MX:AFL) valued at $2,880,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,556 shares of Aflac Incorporated. This represents a change in shares of -1.13% 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)
2026-05-15 2026-03-31 13F AFLAC COM 001055102 26,256 -300 -1.13 2,881 -1.64 0.0453
2026-02-17 2025-12-31 13F AFLAC COM 001055102 26,556 0 0.00 2,928 -1.28 0.0429
2025-11-14 2025-09-30 13F AFLAC COM 001055102 26,556 -50 -0.19 2,966 5.74 0.0435
2025-08-14 2025-06-30 13F AFLAC COM 001055102 26,606 -10,875 -29.01 2,806 -32.69 0.0436
2025-05-15 2025-03-31 13F AFLAC COM 001055102 37,481 -1,693 -4.32 4,168 2.84 0.0669
2025-02-14 2024-12-31 13F AFLAC COM 001055102 39,174 0 0.00 4,052 -7.47 0.0607
2024-11-14 2024-09-30 13F AFLAC COM 001055102 39,174 -975 -2.43 4,380 22.15 0.0657
2024-08-14 2024-06-30 13F AFLAC COM 001055102 40,149 0 0.00 3,586 4.00 0.0564
2024-05-15 2024-03-31 13F AFLAC COM 001055102 40,149 -680 -1.67 3,447 2.35 0.0540
2024-02-14 2023-12-31 13F AFLAC COM 001055102 40,829 -2,786 -6.39 3,368 0.63 0.0565
2023-11-14 2023-09-30 13F AFLAC COM 001055102 43,615 -1,957 -4.29 3,347 5.25 0.0627
2023-08-04 2023-06-30 13F AFLAC COM 001055102 45,572 556 1.24 3,181 9.50 0.0583
2023-05-15 2023-03-31 13F AFLAC COM 001055102 45,016 -150 -0.33 2,904 -10.62 0.0579
2023-02-14 2022-12-31 13F AFLAC COM 001055102 45,166 -40 -0.09 3,249 27.91 0.0681
2022-11-14 2022-09-30 13F AFLAC COM 001055102 45,206 0 0.00 2,540 1.56 0.0573
2022-08-15 2022-06-30 13F AFLAC COM 001055102 45,206 -1,642 -3.50 2,501 -17.08 0.0527
2022-05-16 2022-03-31 13F AFLAC COM 001055102 46,848 -354 -0.75 3,016 9.43 0.0533
2022-02-14 2021-12-31 13F AFLAC COM 001055102 47,202 -2,875 -5.74 2,756 5.55 0.0448
2021-11-15 2021-09-30 13F AFLAC COM 001055102 50,077 0 0.00 2,611 -2.86 0.0473
2021-08-16 2021-06-30 13F AFLAC COM 001055102 50,077 3,404 7.29 2,688 12.52 0.0492
2021-05-17 2021-03-31 13F AFLAC COM 001055102 46,673 -3,527 -7.03 2,389 6.99 0.0473
2021-02-16 2020-12-31 13F AFLAC COM 001055102 50,200 -603 -1.19 2,233 20.90 0.0481
2020-11-16 2020-09-30 13F AFLAC COM 001055102 50,803 8 0.02 1,847 0.93 0.0452
2020-08-13 2020-06-30 13F AFLAC COM 001055102 50,795 -4,460 -8.07 1,830 -3.28 0.0489
2020-05-14 2020-03-31 13F AFLAC COM 001055102 55,255 -3,387 -5.78 1,892 -39.01 0.0624
2020-02-13 2019-12-31 13F AFLAC COM 001055102 58,642 1,846 3.25 3,102 4.41 0.0835
2019-11-14 2019-09-30 13F AFLAC COM 001055102 56,796 -687 -1.20 2,971 -5.71 0.0872
2019-08-13 2019-06-30 13F AFLAC COM 001055102 57,483 -4,841 -7.77 3,151 1.12 0.0957
2019-05-14 2019-03-31 13F AFLAC COM 001055102 62,324 1,175 1.92 3,116 11.84 0.1004
2019-02-13 2018-12-31 13F AFLAC COM 001055102 61,149 -375 -0.61 2,786 -3.80 0.1052
2018-11-13 2018-09-30 13F AFLAC COM 001055102 61,524 -1,712 -2.71 2,896 6.43 0.0926
2018-08-14 2018-06-30 13F AFLAC COM 001055102 63,236 332 0.53 2,721 -1.16 0.0930
2018-05-14 2018-03-31 13F AFLAC COM 001055102 62,904 29,502 88.32 2,753 -6.11 0.1051
2018-02-13 2017-12-31 13F AFLAC COM 001055102 33,402 -308 -0.91 2,932 6.85 0.1090
2017-11-13 2017-09-30 13F AFLAC COM 001055102 33,710 0 0.00 2,744 4.77 0.1069
2017-08-11 2017-06-30 13F AFLAC COM 001055102 33,710 -1,300 -3.71 2,619 3.31 0.1011
2017-05-12 2017-03-31 13F AFLAC COM 001055102 35,010 -5,943 -14.51 2,535 -11.05 0.0992
2017-02-08 2016-12-31 13F AFLAC COM 001055102 40,953 -118 -0.29 2,850 -3.46 0.1181
2016-11-10 2016-09-30 13F AFLAC COM 001055102 41,071 -271 -0.66 2,952 -1.04 0.1221
2016-09-20 2016-06-30 13F/A-1 AFLAC COM 001055102 41,342 -876 -2.07 2,983 11.89 0.1318
2016-08-01 2016-06-30 13F AFLAC COM 001055102 34,999 2,525
2016-05-02 2016-03-31 13F AFLAC COM 001055102 42,218 -5,108 -10.79 2,666 -5.96 0.1178
2016-02-16 2015-12-31 13F AFLAC COM 001055102 47,326 -1,400 -2.87 2,835 0.11 0.1316
2015-11-16 2015-09-30 13F AFLAC COM 001055102 48,726 362 0.75 2,832 -5.79 0.1353
2015-08-06 2015-06-30 13F AFLAC COM 001055102 48,364 -746 -1.52 3,006 -4.30 0.1357
2015-05-06 2015-03-31 13F AFLAC COM 001055102 49,110 -8,507 -14.76 3,141 -10.67 0.1442
2015-02-13 2014-12-31 13F AFLAC COM 001055102 57,617 -6,570 -10.24 3,516 -6.01 0.1753
2014-11-13 2014-09-30 13F AFLAC COM 001055102 64,187 1,011 1.60 3,741 -4.81 0.1874
2014-08-14 2014-06-30 13F AFLAC COM 001055102 63,176 -8,375 -11.70 3,930 -12.82 0.2026
2014-05-15 2014-03-31 13F AFLAC COM 001055102 71,551 -56,724 -44.22 4,508 -47.39 0.2528
2014-02-11 2013-12-31 13F AFLAC COM 001055102 128,275 839 0.66 8,568 8.47 0.4709
2013-11-13 2013-09-30 13F AFLAC COM 001055102 127,436 -4,797 -3.63 7,899 2.76 0.4525
2013-08-14 2013-06-30 13F AFLAC COM 001055102 132,233 132,233 7,687 0.4351
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.