Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionBeacon Investment Advisory Services, Inc.
Latest Disclosed Ownership4,468 shares
Latest Disclosed Value $ 490,185
Beacon Investment Advisory Services, Inc. reports 0.71% decrease in ownership of AFL / Aflac Incorporated

On April 14, 2026 - Beacon Investment Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 4,468 shares of Aflac Incorporated (MX:AFL) valued at $490,185 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 16, 2026 disclosing 4,500 shares of Aflac Incorporated. This represents a change in shares of -0.71% 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)
2026-04-14 2026-03-31 13F AFLAC COM 001055102 4,468 -32 -0.71 490 -1.21 0.0201
2026-01-16 2025-12-31 13F/A-1 AFLAC COM 001055102 4,500 204 4.75 496 3.55 0.0203
2026-01-14 2025-12-31 13F AFLAC COM 001055102 4,500 204 496 0.0203
2025-10-16 2025-09-30 13F AFLAC COM 001055102 4,296 0 0.00 480 5.74 0.0202
2025-07-15 2025-06-30 13F AFLAC COM 001055102 4,296 -4,111 -48.90 453 -51.50 0.0200
2025-05-06 2025-03-31 13F AFLAC COM 001055102 8,407 300 3.70 935 11.46 0.0437
2025-01-17 2024-12-31 13F AFLAC COM 001055102 8,107 0 0.00 839 -7.51 0.0363
2024-11-14 2024-09-30 13F AFLAC COM 001055102 8,107 1 0.01 906 25.31 0.0377
2024-08-14 2024-06-30 13F AFLAC COM 001055102 8,106 0 0.00 724 4.03 0.0311
2024-05-09 2024-03-31 13F AFLAC COM 001055102 8,106 0 0.00 696 4.04 0.0300
2024-02-12 2023-12-31 13F AFLAC COM 001055102 8,106 26 0.32 669 7.74 0.0304
2023-10-31 2023-09-30 13F AFLAC COM 001055102 8,080 823 11.34 620 22.53 0.0305
2023-07-21 2023-06-30 13F AFLAC COM 001055102 7,257 0 0.00 507 8.12 0.0234
2023-05-04 2023-03-31 13F AFLAC COM 001055102 7,257 -74 -1.01 468 -11.20 0.0228
2023-01-13 2022-12-31 13F AFLAC COM 001055102 7,331 2 0.03 527 27.91 0.0270
2022-10-20 2022-09-30 13F AFLAC COM 001055102 7,329 -10 -0.14 412 1.48 0.0227
2022-07-21 2022-06-30 13F AFLAC COM 001055102 7,339 -17 -0.23 406 -14.35 0.0212
2022-05-12 2022-03-31 13F AFLAC COM 001055102 7,356 1 0.01 474 10.49 0.0202
2022-02-04 2021-12-31 13F AFLAC COM 001055102 7,355 0 0.00 429 12.01 0.0167
2021-11-09 2021-09-30 13F AFLAC COM 001055102 7,355 135 1.87 383 -1.03 0.0159
2021-08-02 2021-06-30 13F AFLAC COM 001055102 7,220 1 0.01 387 4.88 0.0157
2021-05-21 2021-03-31 13F AFLAC COM 001055102 7,219 -25 -0.35 369 14.60 0.0161
2021-02-08 2020-12-31 13F AFLAC COM 001055102 7,244 -80 -1.09 322 21.05 0.0149
2020-10-29 2020-09-30 13F AFLAC COM 001055102 7,324 -84 -1.13 266 -0.37 0.0138
2020-07-28 2020-06-30 13F AFLAC COM 001055102 7,408 -44 -0.59 267 4.71 0.0152
2020-05-05 2020-03-31 13F AFLAC COM 001055102 7,452 -64 -0.85 255 -35.93 0.0180
2020-01-31 2019-12-31 13F AFLAC COM 001055102 7,516 -823 -9.87 398 -8.72 0.0212
2019-10-29 2019-09-30 13F AFLAC COM 001055102 8,339 -49 -0.58 436 -5.22 0.0436
2019-08-07 2019-06-30 13F AFLAC COM 001055102 8,388 -36 -0.43 460 9.26 0.0487
2019-05-15 2019-03-31 13F AFLAC COM 001055102 8,424 -124 -1.45 421 8.23 0.0446
2019-02-07 2018-12-31 13F AFLAC COM 001055102 8,548 37 0.43 389 -2.99 0.0430
2018-11-08 2018-09-30 13F AFLAC COM 001055102 8,511 1 0.01 401 9.56 0.0390
2018-08-08 2018-06-30 13F AFLAC COM 001055102 8,510 383 4.71 366 2.81 0.0370
2018-04-26 2018-03-31 13F AFLAC COM 001055102 8,127 4,144 104.04 356 1.71 0.0367
2018-04-26 2017-12-31 13F/A-1 AFLAC COM 001055102 3,983 -1,582 -28.43 350 -22.74 0.0370
2018-02-02 2017-12-31 13F AFLAC COM 001055102 3,983 -1,582 350 0.0370
2017-11-14 2017-09-30 13F AFLAC COM 001055102 5,565 5,565 453 0.0388
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.