Aflac Incorporated
US ˙ NYSE ˙ US0010551028

SecurityAFL / Aflac Incorporated
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership16,862 shares
Latest Disclosed Value $ 1,849,980
AE Wealth Management LLC reports 5.82% decrease in ownership of AFL / Aflac Incorporated

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 16,862 shares of Aflac Incorporated (US:AFL) valued at $1,849,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 17,904 shares of Aflac Incorporated. This represents a change in shares of -5.82% during the quarter. The current value of the position is $1,930,699 USD.

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)
2026-05-13 2026-03-31 13F AFLAC COM 001055102 16,862 -1,042 -5.82 1,850 -6.33 0.0003
2026-01-26 2025-12-31 13F AFLAC COM 001055102 17,904 -271,490 -93.81 1,974 -93.89 0.0113
2025-11-03 2025-09-30 13F AFLAC COM 001055102 289,394 -8,739 -2.93 32,325 2.81 0.2061
2025-08-06 2025-06-30 13F AFLAC COM 001055102 298,133 13,114 4.60 31,441 -0.79 0.2298
2025-05-06 2025-03-31 13F AFLAC COM 001055102 285,019 3,011 1.07 31,691 8.64 0.2665
2025-02-13 2024-12-31 13F AFLAC COM 001055102 282,008 12,869 4.78 29,171 -3.05 0.2475
2024-11-14 2024-09-30 13F AFLAC COM 001055102 269,139 36,166 15.52 30,090 44.62 0.2730
2024-08-12 2024-06-30 13F AFLAC COM 001055102 232,973 21,141 9.98 20,807 14.40 0.2081
2024-05-15 2024-03-31 13F AFLAC COM 001055102 211,832 18,222 9.41 18,188 10.12 0.2056
2024-02-14 2023-12-31 13F AFLAC COM 001055102 193,610 40,359 26.34 16,516 40.43 0.0843
2023-10-11 2023-09-30 13F AFLAC COM 001055102 153,251 4,795 3.23 11,762 13.51 0.0703
2023-07-10 2023-06-30 13F AFLAC COM 001055102 148,456 107,469 262.20 10,361 291.87 0.0623
2023-04-14 2023-03-31 13F AFLAC COM 001055102 40,987 5,541 15.63 2,644 3.73 0.0170
2023-01-31 2022-12-31 13F AFLAC COM 001055102 35,446 2,430 7.36 2,550 37.34 0.0184
2022-10-25 2022-09-30 13F AFLAC COM 001055102 33,016 17,976 119.52 1,856 123.08 0.0147
2022-08-03 2022-06-30 13F AFLAC COM 001055102 15,040 -1,986 -11.66 832 -24.09 0.0067
2022-04-18 2022-03-31 13F AFLAC COM 001055102 17,026 845 5.22 1,096 15.98 0.0075
2022-01-20 2021-12-31 13F AFLAC COM 001055102 16,181 262 1.65 945 13.86 0.0066
2021-11-01 2021-09-30 13F AFLAC COM 001055102 15,919 -39,987 -71.53 830 -72.33 0.0068
2021-07-21 2021-06-30 13F AFLAC COM 001055102 55,906 43,184 339.44 3,000 360.83 0.0262
2021-04-27 2021-03-31 13F AFLAC COM 001055102 12,722 1,313 11.51 651 28.40 0.0066
2021-02-01 2020-12-31 13F AFLAC COM 001055102 11,409 -19,463 -63.04 507 -54.81 0.0058
2020-11-06 2020-09-30 13F AFLAC COM 001055102 30,872 -151 -0.49 1,122 0.36 0.0160
2020-08-05 2020-06-30 13F AFLAC COM 001055102 31,023 840 2.78 1,118 8.23 0.0173
2020-05-07 2020-03-31 13F AFLAC COM 001055102 30,183 -615 -2.00 1,033 -36.59 0.0237
2020-01-15 2019-12-31 13F AFLAC COM 001055102 30,798 19,927 183.30 1,629 186.29 0.0353
2019-11-05 2019-09-30 13F AFLAC COM 001055102 10,871 5,115 88.86 569 80.63 0.0164
2019-07-22 2019-06-30 13F AFLAC COM 001055102 5,756 1,751 43.72 315 57.50 0.0095
2019-05-14 2019-03-31 13F AFLAC COM 001055102 4,005 4,005 200 0.0139
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.