Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership4,925 shares
Latest Disclosed Value $ 540,268
Sunbelt Securities, Inc. reports 0.22% increase in ownership of AFL / Aflac Incorporated

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 4,925 shares of Aflac Incorporated (MX:AFL) valued at $540,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 4,914 shares of Aflac Incorporated. This represents a change in shares of 0.22% 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)
2026-05-16 2026-03-31 13F AFLAC INC COM Stock 001055102 4,925 11 0.22 540 -0.18 0.0341
2026-02-20 2025-12-31 13F AFLAC INC COM Stock 001055102 4,914 -7 -0.14 542 -1.46 0.0361
2025-11-19 2025-09-30 13F AFLAC INC COM Stock 001055102 4,921 2,139 76.89 550 91.29 0.0380
2025-08-14 2025-06-30 13F AFLAC INC COM Stock 001055102 2,782 -403 -12.65 288 -18.93 0.0254
2025-04-24 2025-03-31 13F AFLAC INC COM Stock 001055102 3,185 403 14.49 354 23.78 0.0316
2025-02-18 2024-12-31 13F AFLAC INC COM Stock 001055102 2,782 1,796 182.15 287 160.00 0.0252
2024-11-18 2024-09-30 13F AFLAC INC COM Stock 001055102 986 -248 -20.10 110 0.00 0.0108
2024-08-16 2024-06-30 13F AFLAC INC COM Stock 001055102 1,234 3 0.24 110 4.76 0.0113
2024-04-15 2024-03-31 13F AFLAC INC COM Stock 001055102 1,231 44 3.71 106 8.25 0.0118
2024-02-15 2023-12-31 13F AFLAC INC COM Stock 001055102 1,187 252 26.95 98 36.62 0.0123
2023-12-11 2023-09-30 13F AFLAC INC COM Stock 001055102 935 3 0.32 72 9.23 0.0099
2023-08-16 2023-06-30 13F AFLAC INC COM Stock 001055102 932 3 0.32 65 10.17 0.0094
2023-05-17 2023-03-31 13F AFLAC INC COM Stock 001055102 929 929 60 0.0096
2020-05-15 2020-03-31 13F AFLAC COM 001055102 0 -11,561 -100.00 0 -100.00
2020-02-26 2019-12-31 13F/A-1 AFLAC COM 001055102 11,561 -84 -0.72 612 0.49 0.0644
2020-02-14 2019-12-31 13F AFLAC COM 001055102 11,561 -84 153 60.3063
2019-11-15 2019-09-30 13F AFLAC COM 001055102 11,645 11,645 609 0.0683
2017-05-05 2017-03-31 13F AFLAC COM 001055102 0 -50 -100.00 0 -100.00
2017-02-13 2016-12-31 13F AFLAC COM 001055102 50 -3,234 -98.48 3 -98.73 0.0043
2016-11-14 2016-09-30 13F AFLAC COM 001055102 3,284 18 0.55 236 0.00 0.2847
2017-02-15 2016-06-30 13F/A-1 AFLAC COM 001055102 3,266 19 0.59 236 15.12 0.3085
2016-08-11 2016-06-30 13F AFLAC COM 001055102 3,266 236
2017-02-15 2016-03-31 13F/A-1 AFLAC COM 001055102 3,247 154 4.98 205 10.81 0.2984
2016-05-11 2016-03-31 13F AFLAC COM 001055102 3,247 205
2016-02-11 2015-12-31 13F AFLAC COM 001055102 3,093 19 0.62 185 3.93 0.2076
2015-11-12 2015-09-30 13F AFLAC COM 001055102 3,074 1,023 49.88 179 40.16 0.1890
2015-08-13 2015-06-30 13F AFLAC COM 001055102 2,051 50 2.50 128 -0.78 0.1359
2015-05-19 2015-03-31 13F/A-1 AFLAC COM 001055102 2,001 2,001 128 0.1475
2015-05-14 2015-03-31 13F AFLAC COM 001055102 2,001 128
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.