Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership2,275 shares
Latest Disclosed Value $ 250
Capital Advisors, Ltd. LLC reports 0.78% decrease in ownership of AFL / Aflac Incorporated

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 2,275 shares of Aflac Incorporated (MX:AFL) valued at $250 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,293 shares of Aflac Incorporated.

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)
2026-04-16 2026-03-31 13F AFLAC COM 001055102 2,275 -18 -0.78 0 0.0284
2026-01-21 2025-12-31 13F AFLAC COM 001055102 2,293 19 0.84 0 0.0285
2025-10-16 2025-09-30 13F AFLAC COM 001055102 2,274 -2 -0.09 0 0.0287
2025-07-24 2025-06-30 13F AFLAC COM 001055102 2,276 -16 -0.70 0 0.0296
2025-04-15 2025-03-31 13F AFLAC COM 001055102 2,292 -1 -0.04 0 0.0336
2025-02-04 2024-12-31 13F AFLAC COM 001055102 2,293 21 0.92 0 0.0299
2024-10-24 2024-09-30 13F AFLAC COM 001055102 2,272 0 0.00 0 0.0315
2024-07-25 2024-06-30 13F AFLAC COM 001055102 2,272 -1 -0.04 0 0.0263
2024-04-18 2024-03-31 13F AFLAC COM 001055102 2,273 18 0.80 0 0.0254
2024-02-02 2023-12-31 13F AFLAC COM 001055102 2,255 0 0.00 0 0.0261
2023-10-27 2023-09-30 13F AFLAC COM 001055102 2,255 0 0.00 0 0.0265
2023-07-26 2023-06-30 13F AFLAC COM 001055102 2,255 416 22.62 0 0.0235
2023-05-03 2023-03-31 13F AFLAC COM 001055102 1,839 -416 -18.45 0 0.0196
2023-02-07 2022-12-31 13F AFLAC COM 001055102 2,255 456 25.35 0 -100.00 0.0229
2022-11-09 2022-09-30 13F AFLAC COM 001055102 1,799 100 5.89 101 7.45 0.0197
2022-08-05 2022-06-30 13F AFLAC COM 001055102 1,699 -14 -0.82 94 -14.55 0.0176
2022-05-09 2022-03-31 13F AFLAC COM 001055102 1,713 2 0.12 110 10.00 0.0183
2022-02-08 2021-12-31 13F AFLAC COM 001055102 1,711 12 0.71 100 12.36 0.0161
2021-11-12 2021-09-30 13F AFLAC COM 001055102 1,699 0 0.00 89 -2.20 0.0159
2021-08-10 2021-06-30 13F AFLAC COM 001055102 1,699 0 0.00 91 4.60 0.0163
2021-05-13 2021-03-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 87 14.47 0.0160
2021-02-10 2020-12-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 76 22.58 0.0168
2020-11-03 2020-09-30 13F AFLAC INC COM COM 001055102 1,699 0 0.00 62 1.64 0.0155
2020-08-06 2020-06-30 13F AFLAC INC COM COM 001055102 1,699 0 0.00 61 5.17 0.0161
2020-05-08 2020-03-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 58 -35.56 0.0182
2020-02-03 2019-12-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 90 1.12 0.0229
2019-10-23 2019-09-30 13F AFLAC INC COM COM 001055102 1,699 0 0.00 89 -4.30 0.0246
2019-07-31 2019-06-30 13F AFLAC INC COM COM 001055102 1,699 0 0.00 93 9.41 0.0263
2019-05-01 2019-03-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 85 10.39 0.0230
2019-01-29 2018-12-31 13F AFLAC INC COM COM 001055102 1,699 0 0.00 77 -3.75 0.0227
2018-10-24 2018-09-30 13F AFLAC INC COM COM 001055102 1,699 1,699 80 0.0226
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.