Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionGradient Investments LLC
Latest Disclosed Ownership7,190 shares
Latest Disclosed Value $ 788,815
Gradient Investments LLC reports 0.18% decrease in ownership of AFL / Aflac Incorporated

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 7,190 shares of Aflac Incorporated (MX:AFL) valued at $788,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 7,203 shares of Aflac Incorporated. This represents a change in shares of -0.18% 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)
2026-04-13 2026-03-31 13F AFLAC COM 001055102 7,190 -13 -0.18 789 -0.76 0.0122
2026-01-08 2025-12-31 13F AFLAC COM 001055102 7,203 53 0.74 794 -0.50 0.0126
2025-10-06 2025-09-30 13F AFLAC COM 001055102 7,150 16 0.22 799 6.12 0.0133
2025-07-08 2025-06-30 13F AFLAC COM 001055102 7,134 -1,781 -19.98 752 -24.12 0.0138
2025-04-09 2025-03-31 13F AFLAC COM 001055102 8,915 255 2.94 991 10.73 0.0200
2025-01-21 2024-12-31 13F AFLAC COM 001055102 8,660 -25 -0.29 896 -7.73 0.0181
2024-10-15 2024-09-30 13F AFLAC COM 001055102 8,685 -718 -7.64 971 15.61 0.0202
2024-07-18 2024-06-30 13F AFLAC COM 001055102 9,403 743 8.58 840 12.92 0.0189
2024-04-23 2024-03-31 13F AFLAC COM 001055102 8,660 -4,425 -33.82 744 -31.14 0.0172
2024-01-18 2023-12-31 13F AFLAC COM 001055102 13,085 15 0.11 1,080 7.58 0.0261
2023-10-27 2023-09-30 13F AFLAC COM 001055102 13,070 -14 -0.11 1,003 9.86 0.0265
2023-07-11 2023-06-30 13F AFLAC COM 001055102 13,084 -579 -4.24 913 3.63 0.0235
2023-04-17 2023-03-31 13F AFLAC COM 001055102 13,663 0 0.00 882 -10.29 0.0240
2023-01-10 2022-12-31 13F AFLAC COM 001055102 13,663 -386 -2.75 983 24.30 0.0310
2022-10-14 2022-09-30 13F AFLAC COM 001055102 14,049 133 0.96 790 2.60 0.0242
2022-07-11 2022-06-30 13F AFLAC COM 001055102 13,916 0 0.00 770 -14.06 0.0225
2022-05-26 2022-03-31 13F AFLAC COM 001055102 13,916 624 4.69 896 15.46 0.0230
2022-01-12 2021-12-31 13F AFLAC COM 001055102 13,292 0 0.00 776 11.98 0.0197
2021-10-18 2021-09-30 13F AFLAC COM 001055102 13,292 -16 -0.12 693 -2.94 0.0194
2021-07-12 2021-06-30 13F AFLAC COM 001055102 13,308 16 0.12 714 5.00 0.0209
2021-04-21 2021-03-31 13F AFLAC COM 001055102 13,292 8,932 204.86 680 330.38 0.0221
2021-01-08 2020-12-31 13F AFLAC COM 001055102 4,360 0 0.00 158 0.00 0.0067
2020-10-06 2020-09-30 13F AFLAC COM 001055102 4,360 0 0.00 158 0.64 0.0066
2020-07-10 2020-06-30 13F AFLAC COM 001055102 4,360 0 0.00 157 5.37 0.0072
2020-04-07 2020-03-31 13F AFLAC COM 001055102 4,360 4,277 5,153.01 149 3,625.00 0.0080
2020-01-15 2019-12-31 13F AFLAC COM 001055102 83 0 0.00 4 0.00 0.0002
2019-10-10 2019-09-30 13F AFLAC COM 001055102 83 83 4 0.0002
2019-04-11 2019-03-31 13F AFLAC COM 001055102 0 -130 -100.00 0 -100.00
2019-01-18 2018-12-31 13F AFLAC COM 001055102 130 110 550.00 6 500.00 0.0004
2018-10-11 2018-09-30 13F AFLAC COM 001055102 20 0 0.00 1 0.00 0.0001
2018-08-09 2018-06-30 13F AFLAC COM 001055102 20 -338 -94.41 1 -93.75 0.0001
2018-04-10 2018-03-31 13F AFLAC COM 001055102 358 -168 -31.94 16 -65.22 0.0009
2018-02-07 2017-12-31 13F AFLAC COM 001055102 526 526 46 0.0027
2017-10-16 2017-09-30 13F AFLAC COM 001055102 0 -155 -100.00 0 -100.00
2017-07-19 2017-06-30 13F AFLAC COM 001055102 155 -100 -39.22 12 -33.33 0.0008
2017-04-11 2017-03-31 13F AFLAC COM 001055102 255 100 64.52 18 63.64 0.0014
2017-01-17 2016-12-31 13F AFLAC COM 001055102 155 -558 -78.26 11 -78.43 0.0010
2016-10-11 2016-09-30 13F AFLAC COM 001055102 713 558 360.00 51 363.64 0.0050
2016-07-14 2016-06-30 13F AFLAC COM 001055102 155 0 0.00 11 10.00 0.0012
2016-04-13 2016-03-31 13F AFLAC COM 001055102 155 0 0.00 10 11.11 0.0012
2016-01-19 2015-12-31 13F AFLAC COM 001055102 155 -100 -39.22 9 -40.00 0.0012
2015-10-14 2015-09-30 13F AFLAC COM 001055102 255 255 0.00 15 0.0021
2015-08-25 2015-06-30 13F AFLAC COM 001055102 0 -143 -100.00 0 -100.00
2015-04-10 2015-03-31 13F AFLAC COM 001055102 143 80 126.98 9 125.00 0.0013
2014-01-13 2013-12-31 13F AFLAC COM 001055102 63 0 0.00 4 0.00 0.0011
2013-10-15 2013-09-30 13F AFLAC COM 001055102 63 0 0.00 4 0.00 0.0013
2013-07-19 2013-06-30 13F AFLAC COM 001055102 63 63 4 0.0015
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.