Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership315 shares
Latest Disclosed Value $ 34,559
Atwood & Palmer Inc reports 25.71% decrease in ownership of AFL / Aflac Incorporated

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 315 shares of Aflac Incorporated (MX:AFL) valued at $34,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 424 shares of Aflac Incorporated. This represents a change in shares of -25.71% 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)
2026-04-15 2026-03-31 13F AFLAC COM 001055102 315 -109 -25.71 35 -26.09 0.0020
2026-01-28 2025-12-31 13F AFLAC COM 001055102 424 0 0.00 47 -2.13 0.0027
2025-10-15 2025-09-30 13F AFLAC COM 001055102 424 0 0.00 47 6.82 0.0028
2025-07-08 2025-06-30 13F AFLAC COM 001055102 424 109 34.60 45 25.71 0.0028
2025-04-15 2025-03-31 13F AFLAC COM 001055102 315 0 0.00 35 9.38 0.0024
2025-01-16 2024-12-31 13F AFLAC COM 001055102 315 0 0.00 33 -8.57 0.0022
2024-10-07 2024-09-30 13F AFLAC COM 001055102 315 0 0.00 35 25.00 0.0024
2024-07-10 2024-06-30 13F AFLAC COM 001055102 315 0 0.00 28 3.70 0.0021
2024-04-10 2024-03-31 13F AFLAC COM 001055102 315 140 80.00 27 92.86 0.0021
2024-01-12 2023-12-31 13F AFLAC COM 001055102 175 0 0.00 14 7.69 0.0012
2023-10-20 2023-09-30 13F AFLAC COM 001055102 175 0 0.00 13 8.33 0.0012
2023-07-18 2023-06-30 13F AFLAC COM 001055102 175 0 0.00 12 9.09 0.0011
2023-04-21 2023-03-31 13F AFLAC COM 001055102 175 0 0.00 11 -8.33 0.0011
2023-01-31 2022-12-31 13F AFLAC COM 001055102 175 0 0.00 13 20.00 0.0011
2022-10-12 2022-09-30 13F AFLAC COM 001055102 175 0 0.00 10 0.00 0.0010
2022-07-21 2022-06-30 13F AFLAC COM 001055102 175 -63 -26.47 10 -33.33 0.0010
2022-04-29 2022-03-31 13F AFLAC COM 001055102 238 0 0.00 15 7.14 0.0013
2022-01-24 2021-12-31 13F AFLAC COM 001055102 238 0 0.00 14 16.67 0.0012
2021-10-29 2021-09-30 13F/A-1 AFLAC COM 001055102 238 0 0.00 12 -7.69 0.0011
2021-10-19 2021-09-30 13F AFLAC COM 001055102 238 0 12 0.0011
2021-07-26 2021-06-30 13F AFLAC COM 001055102 238 0 0.00 13 8.33 0.0012
2021-04-26 2021-03-31 13F AFLAC COM 001055102 238 0 0.00 12 9.09 0.0012
2021-02-04 2020-12-31 13F AFLAC COM 001055102 238 0 0.00 11 22.22 0.0012
2020-10-28 2020-09-30 13F AFLAC COM 001055102 238 238 9 0.0011
2018-07-19 2018-06-30 13F AFLAC COM 001055102 0 -624 -100.00 0 -100.00
2018-04-30 2018-03-31 13F AFLAC COM 001055102 624 312 100.00 27 0.00 0.0038
2018-02-08 2017-12-31 13F AFLAC COM 001055102 312 -1,000 -76.22 27 -74.77 0.0038
2017-10-16 2017-09-30 13F AFLAC COM 001055102 1,312 0 0.00 107 4.90 0.0155
2017-08-08 2017-06-30 13F AFLAC COM 001055102 1,312 1,000 320.51 102 343.48 0.0160
2017-04-28 2017-03-31 13F AFLAC COM 001055102 312 0 0.00 23 4.55 0.0037
2017-02-06 2016-12-31 13F AFLAC COM 001055102 312 0 0.00 22 0.00 0.0040
2016-11-08 2016-09-30 13F AFLAC COM 001055102 312 0 0.00 22 -4.35 0.0040
2016-07-21 2016-06-30 13F AFLAC COM 001055102 312 0 0.00 23 15.00 0.0042
2016-04-28 2016-03-31 13F AFLAC COM 001055102 312 0 0.00 20 5.26 0.0036
2016-01-28 2015-12-31 13F AFLAC COM 001055102 312 0 0.00 19 5.56 0.0036
2015-11-12 2015-09-30 13F AFLAC COM 001055102 312 312 18 0.0035
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.