Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership4,714 shares
Latest Disclosed Value $ 517,173
Avantax Planning Partners, Inc. reports 2.36% decrease in ownership of AFL / Aflac Incorporated

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 4,714 shares of Aflac Incorporated (MX:AFL) valued at $517,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,828 shares of Aflac Incorporated. This represents a change in shares of -2.36% 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)
2026-05-04 2026-03-31 13F AFLAC COM 001055102 4,714 -114 -2.36 517 -2.82 0.0142
2026-02-05 2025-12-31 13F AFLAC COM 001055102 4,828 0 0.00 532 -1.30 0.0149
2025-10-31 2025-09-30 13F AFLAC COM 001055102 4,828 -1,549 -24.29 539 -19.79 0.0155
2025-08-11 2025-06-30 13F AFLAC COM 001055102 6,377 2,857 81.16 673 71.87 0.0213
2025-04-29 2025-03-31 13F AFLAC COM 001055102 3,520 3 0.09 391 7.71 0.0139
2025-02-07 2024-12-31 13F AFLAC COM 001055102 3,517 36 1.03 364 -6.68 0.0131
2024-11-14 2024-09-30 13F AFLAC COM 001055102 3,481 -2,405 -40.86 389 -25.90 0.0140
2024-08-09 2024-06-30 13F AFLAC COM 001055102 5,886 153 2.67 526 6.71 0.0169
2024-05-03 2024-03-31 13F AFLAC COM 001055102 5,733 283 5.19 492 9.58 0.0159
2024-02-09 2023-12-31 13F AFLAC COM 001055102 5,450 -6 -0.11 450 7.42 0.0171
2023-11-06 2023-09-30 13F AFLAC COM 001055102 5,456 6 0.11 419 10.00 0.0175
2023-07-18 2023-06-30 13F AFLAC COM 001055102 5,450 0 0.00 380 8.26 0.0151
2023-04-21 2023-03-31 13F AFLAC COM 001055102 5,450 -105 -1.89 352 -12.03 0.0143
2023-02-10 2022-12-31 13F AFLAC COM 001055102 5,555 -116 -2.05 400 25.08 0.0159
2022-10-14 2022-09-30 13F AFLAC COM 001055102 5,671 551 10.76 319 12.72 0.0144
2022-07-18 2022-06-30 13F AFLAC COM 001055102 5,120 158 3.18 283 -11.56 0.0121
2022-05-09 2022-03-31 13F AFLAC COM 001055102 4,962 -1,226 -19.81 320 -11.36 0.0127
2022-01-28 2021-12-31 13F AFLAC COM 001055102 6,188 0 0.00 361 11.76 0.0148
2021-10-27 2021-09-30 13F AFLAC COM 001055102 6,188 97 1.59 323 -1.22 0.0149
2021-08-10 2021-06-30 13F AFLAC COM 001055102 6,091 -900 -12.87 327 -8.66 0.0153
2021-05-06 2021-03-31 13F AFLAC COM 001055102 6,991 1,145 19.59 358 37.69 0.0185
2021-02-04 2020-12-31 13F AFLAC COM 001055102 5,846 -1,209 -17.14 260 1.56 0.0134
2020-10-28 2020-09-30 13F AFLAC COM 001055102 7,055 -574 -7.52 256 -6.91 0.0135
2020-07-15 2020-06-30 13F AFLAC COM 001055102 7,629 -665 -8.02 275 -3.17 0.0155
2020-04-27 2020-03-31 13F AFLAC COM 001055102 8,294 -333 -3.86 284 -37.72 0.0198
2020-01-15 2019-12-31 13F AFLAC COM 001055102 8,627 113 1.33 456 2.47 0.0268
2019-11-08 2019-09-30 13F AFLAC COM 001055102 8,514 11 0.13 445 -7.68 0.0273
2019-08-07 2019-06-30 13F AFLAC COM 001055102 8,503 -690 -7.51 482 4.78 0.0312
2019-05-08 2019-03-31 13F AFLAC COM 001055102 9,193 26 0.28 460 10.05 0.0319
2019-02-14 2018-12-31 13F AFLAC COM 001055102 9,167 -144 -1.55 418 -4.57 0.0315
2018-11-13 2018-09-30 13F AFLAC COM 001055102 9,311 -350 -3.62 438 5.29 0.0351
2018-08-13 2018-06-30 13F AFLAC COM 001055102 9,661 -74 -0.76 416 -2.12 0.0372
2018-05-15 2018-03-31 13F AFLAC COM 001055102 9,735 4,792 96.95 425 -2.07 0.0365
2018-02-09 2017-12-31 13F AFLAC COM 001055102 4,943 -7,375 -59.87 434 -56.73 0.0397
2017-10-19 2017-09-30 13F AFLAC COM 001055102 12,318 0 0.00 1,003 4.81 0.0790
2017-07-27 2017-06-30 13F AFLAC COM 001055102 12,318 -792 -6.04 957 0.84 0.0806
2017-04-12 2017-03-31 13F AFLAC COM 001055102 13,110 -65 -0.49 949 3.49 0.0848
2017-02-09 2016-12-31 13F AFLAC COM 001055102 13,175 13,175 917 0.0978
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.