Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership10,299 shares
Latest Disclosed Value $ 1,129,903
Wealthspire Advisors, LLC reports 29.37% decrease in ownership of AFL / Aflac Incorporated

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 10,299 shares of Aflac Incorporated (MX:AFL) valued at $1,129,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,581 shares of Aflac Incorporated. This represents a change in shares of -29.37% 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)
2026-05-01 2026-03-31 13F AFLAC COM 001055102 10,299 -4,282 -29.37 1,130 -29.74 0.0089
2026-02-12 2025-12-31 13F AFLAC COM 001055102 14,581 3,759 34.73 1,608 33.03 0.0128
2025-11-14 2025-09-30 13F AFLAC COM 001055102 10,822 -294 -2.64 1,209 3.07 0.0063
2025-08-11 2025-06-30 13F AFLAC COM 001055102 11,116 268 2.47 1,172 -2.82 0.0066
2025-05-09 2025-03-31 13F AFLAC COM 001055102 10,848 118 1.10 1,206 8.75 0.0072
2025-02-04 2024-12-31 13F AFLAC COM 001055102 10,730 247 2.36 1,110 -5.29 0.0110
2024-11-13 2024-09-30 13F AFLAC COM 001055102 10,483 -2,890 -21.61 1,172 -1.93 0.0119
2024-08-08 2024-06-30 13F AFLAC COM 001055102 13,373 -491 -3.54 1,194 0.34 0.0153
2024-05-06 2024-03-31 13F AFLAC COM 001055102 13,864 227 1.66 1,190 5.78 0.0159
2024-02-07 2023-12-31 13F AFLAC COM 001055102 13,637 166 1.23 1,125 8.91 0.0160
2023-11-06 2023-09-30 13F AFLAC COM 001055102 13,471 982 7.86 1,034 18.60 0.0171
2023-08-01 2023-06-30 13F AFLAC COM 001055102 12,489 4 0.03 872 8.20 0.0142
2023-05-09 2023-03-31 13F AFLAC COM 001055102 12,485 -1,952 -13.52 806 -22.45 0.0138
2023-02-14 2022-12-31 13F AFLAC COM 001055102 14,437 1,028 7.67 1,039 37.67 0.0189
2022-11-14 2022-09-30 13F AFLAC COM 001055102 13,409 -647 -4.60 754 -3.08 0.0158
2022-08-09 2022-06-30 13F AFLAC COM 001055102 14,056 587 4.36 778 -10.27 0.0163
2022-05-09 2022-03-31 13F AFLAC COM 001055102 13,469 -2,451 -15.40 867 -6.77 0.0195
2022-02-14 2021-12-31 13F AFLAC COM 001055102 15,920 -12 -0.08 930 11.91 0.0206
2021-11-15 2021-09-30 13F AFLAC COM 001055102 15,932 2,369 17.47 831 14.15 0.0172
2021-08-13 2021-06-30 13F AFLAC COM 001055102 13,563 -6,298 -31.71 728 -28.35 0.0191
2021-05-17 2021-03-31 13F AFLAC COM 001055102 19,861 542 2.81 1,016 18.28 0.0241
2021-02-16 2020-12-31 13F AFLAC COM 001055102 19,319 19,319 859 0.0256
2020-08-14 2020-06-30 13F AFLAC COM 001055102 0 -20,213 -100.00 0 -100.00
2020-05-12 2020-03-31 13F AFLAC COM 001055102 20,213 20,213 692 0.0290
2019-05-07 2019-03-31 13F AFLAC COM 001055102 0 -526 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AFLAC COM 001055102 526 526 24 0.0023
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.