Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership5,827 shares
Latest Disclosed Value $ 639,315
Sowell Financial Services LLC reports 8.94% decrease in ownership of AFL / Aflac Incorporated

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 5,827 shares of Aflac Incorporated (MX:AFL) valued at $639,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,399 shares of Aflac Incorporated. This represents a change in shares of -8.94% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F AFLAC COM 001055102 5,827 -572 -8.94 639 -9.36 0.0236
2026-01-21 2025-12-31 13F AFLAC COM 001055102 6,399 191 3.08 706 1.73 0.0259
2025-10-17 2025-09-30 13F AFLAC COM 001055102 6,208 -2,058 -24.90 693 -20.44 0.0266
2025-07-14 2025-06-30 13F AFLAC COM 001055102 8,266 487 6.26 872 0.81 0.0355
2025-04-17 2025-03-31 13F AFLAC COM 001055102 7,779 7,779 865 0.0394
2023-08-14 2023-06-30 13F AFLAC STOCK 001055102 0 -6,523 -100.00 0 0.0000
2023-05-12 2023-03-31 13F AFLAC STOCK 001055102 6,523 6,523 0 0.0325
2022-05-13 2022-03-31 13F AFLAC INC COM Stock 001055102 0 -16,037 -100.00 0 -100.00
2022-02-09 2021-12-31 13F AFLAC INC COM Stock 001055102 16,037 1,956 13.89 936 27.52 0.0537
2021-11-04 2021-09-30 13F AFLAC INC COM Stock 001055102 14,081 -15,683 -52.69 734 -54.04 0.0496
2021-08-05 2021-06-30 13F AFLAC INC COM Stock 001055102 29,764 15 0.05 1,597 -4.43 0.1058
2021-05-07 2021-03-31 13F AFLAC INC COM Stock 001055102 29,749 4,518 17.91 1,671 48.93 0.0582
2021-01-13 2020-12-31 13F AFLAC INC COM COM 001055102 25,231 1,695 7.20 1,122 31.07 0.0479
2020-11-12 2020-09-30 13F AFLAC INC COM COM 001055102 23,536 -3,289 -12.26 856 -11.48 0.0428
2020-08-13 2020-06-30 13F AFLAC INC COM Stock 001055102 26,825 -26,597 -49.79 967 -47.13 0.0531
2020-05-12 2020-03-31 13F AFLAC INC COM Stock 001055102 53,422 3,953 7.99 1,829 -30.11 0.1354
2020-02-07 2019-12-31 13F AFLAC INC COM Stock 001055102 49,469 11,241 29.41 2,617 30.85 0.1994
2019-11-14 2019-09-30 13F AFLAC INC COM COM 001055102 38,228 28,855 307.85 2,000 326.44 0.1653
2019-05-15 2019-03-31 13F AFLAC INC COM Stock 001055102 9,373 -74 -0.78 469 9.07 0.0524
2019-03-05 2018-12-31 13F AFLAC COM 001055102 9,447 187 2.02 430 -1.38 0.0609
2018-11-13 2018-09-30 13F AFLAC COM 001055102 9,260 37 0.40 436 2.11 0.0633
2018-08-14 2018-06-30 13F AFLAC COM 001055102 9,223 29 0.32 427 3.14 0.0906
2018-05-10 2018-03-31 13F AFLAC COM 001055102 9,194 4,807 109.57 414 9.23 0.1035
2018-01-29 2017-12-31 13F AFLAC COM 001055102 4,387 337 8.32 379 11.14 0.0927
2017-11-07 2017-09-30 13F AFLAC COM 001055102 4,050 -307 -7.05 341 -3.67 0.0889
2017-08-14 2017-06-30 13F AFLAC COM 001055102 4,357 207 4.99 354 15.69 0.1005
2017-05-31 2017-03-31 13F AFLAC COM 001055102 4,150 411 10.99 306 15.47 0.0904
2017-02-27 2016-12-31 13F Aflac COM 001055102 3,739 3,739 265 0.0887
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.