Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionPlancorp, LLC
Latest Disclosed Ownership5,774 shares
Latest Disclosed Value $ 639,182
Plancorp, LLC reports 0.07% decrease in ownership of AFL / Aflac Incorporated

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 5,774 shares of Aflac Incorporated (MX:AFL) valued at $639,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,778 shares of Aflac Incorporated. This represents a change in shares of -0.07% 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)
2026-04-14 2026-03-31 13F AFLAC COM 001055102 5,774 -4 -0.07 639 0.31 0.0182
2026-02-05 2025-12-31 13F AFLAC COM 001055102 5,778 28 0.49 637 -0.78 0.0193
2025-10-15 2025-09-30 13F AFLAC COM 001055102 5,750 -43 -0.74 642 5.25 0.0201
2025-07-16 2025-06-30 13F AFLAC COM 001055102 5,793 19 0.33 611 -4.98 0.0212
2025-05-15 2025-03-31 13F AFLAC COM 001055102 5,774 109 1.92 642 9.74 0.0254
2025-02-11 2024-12-31 13F AFLAC COM 001055102 5,665 65 1.16 586 -6.55 0.0241
2024-11-12 2024-09-30 13F AFLAC COM 001055102 5,600 16 0.29 626 25.70 0.0255
2024-08-09 2024-06-30 13F AFLAC COM 001055102 5,584 47 0.85 499 4.84 0.0216
2024-05-15 2024-03-31 13F AFLAC COM 001055102 5,537 68 1.24 475 5.32 0.0206
2024-02-09 2023-12-31 13F AFLAC COM 001055102 5,469 165 3.11 451 10.81 0.0216
2023-11-08 2023-09-30 13F AFLAC COM 001055102 5,304 120 2.31 407 12.74 0.0218
2023-07-26 2023-06-30 13F AFLAC COM 001055102 5,184 -26 -0.50 362 7.44 0.0195
2023-05-11 2023-03-31 13F AFLAC COM 001055102 5,210 23 0.44 336 -9.92 0.0189
2023-02-14 2022-12-31 13F AFLAC COM 001055102 5,187 50 0.97 373 29.07 0.0220
2022-11-10 2022-09-30 13F AFLAC COM 001055102 5,137 139 2.78 289 4.33 0.0193
2022-08-04 2022-06-30 13F AFLAC COM 001055102 4,998 -17 -0.34 277 -14.24 0.0175
2022-05-13 2022-03-31 13F AFLAC COM 001055102 5,015 0 0.00 323 10.24 0.0210
2022-02-11 2021-12-31 13F AFLAC COM 001055102 5,015 54 1.09 293 13.13 0.0186
2021-11-15 2021-09-30 13F AFLAC COM 001055102 4,961 59 1.20 259 -1.52 0.0179
2021-08-13 2021-06-30 13F AFLAC COM 001055102 4,902 -35 -0.71 263 3.95 0.0206
2021-05-14 2021-03-31 13F AFLAC COM 001055102 4,937 19 0.39 253 15.53 0.0557
2021-02-09 2020-12-31 13F AFLAC COM 001055102 4,918 4,918 219 0.0540
2020-11-16 2020-09-30 13F AFLAC COM 001055102 0 -5,744 -100.00 0 -100.00
2020-08-11 2020-06-30 13F AFLAC COM 001055102 5,744 -102 -1.74 207 3.50 0.0624
2020-05-14 2020-03-31 13F AFLAC COM 001055102 5,846 130 2.27 200 -33.77 0.0774
2020-02-03 2019-12-31 13F AFLAC COM 001055102 5,716 -21 -0.37 302 0.67 0.0925
2019-11-12 2019-09-30 13F AFLAC COM 001055102 5,737 -549 -8.73 300 -13.04 0.1145
2019-08-13 2019-06-30 13F AFLAC COM 001055102 6,286 181 2.96 345 13.11 0.1366
2019-05-14 2019-03-31 13F AFLAC COM 001055102 6,105 425 7.48 305 17.76 0.1155
2019-02-14 2018-12-31 13F AFLAC COM 001055102 5,680 -12 -0.21 259 -3.36 0.1175
2018-11-13 2018-09-30 13F AFLAC COM 001055102 5,692 -15 -0.26 268 8.94 0.1055
2018-08-14 2018-06-30 13F AFLAC COM 001055102 5,707 -315 -5.23 246 -6.82 0.0983
2018-04-16 2018-03-31 13F AFLAC COM 001055102 6,022 2,711 81.88 264 -9.28 0.0844
2018-01-19 2017-12-31 13F AFLAC COM 001055102 3,311 -5 -0.15 291 8.18 0.0949
2017-10-11 2017-09-30 13F AFLAC COM 001055102 3,316 -7 -0.21 269 3.86 0.0795
2017-07-25 2017-06-30 13F AFLAC COM 001055102 3,323 -700 -17.40 259 -11.60 0.0769
2017-05-12 2017-03-31 13F AFLAC COM 001055102 4,023 97 2.47 293 6.55 0.0855
2017-02-14 2016-12-31 13F AFLAC COM 001055102 3,926 3,926 275 0.0783
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.