Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership11,468 shares
Latest Disclosed Value $ 1,258,154
Joel Isaacson & Co., LLC ownership in AFL / Aflac Incorporated

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 11,468 shares of Aflac Incorporated (MX:AFL) valued at $1,258,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 11,468 shares of Aflac Incorporated. This represents a change in shares of 0.00% 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)
2026-04-22 2026-03-31 13F AFLAC COM 001055102 11,468 0 0.00 1,258 -0.47 0.0417
2026-01-30 2025-12-31 13F AFLAC COM 001055102 11,468 128 1.13 1,265 -0.16 0.0418
2025-10-30 2025-09-30 13F AFLAC COM 001055102 11,340 0 0.00 1,267 5.94 0.0457
2025-07-23 2025-06-30 13F AFLAC COM 001055102 11,340 0 0.00 1,196 -5.16 0.0486
2025-04-25 2025-03-31 13F AFLAC COM 001055102 11,340 0 0.00 1,261 7.42 0.0572
2025-01-28 2024-12-31 13F AFLAC COM 001055102 11,340 0 0.00 1,173 -7.42 0.0529
2024-10-23 2024-09-30 13F AFLAC COM 001055102 11,340 0 0.00 1,268 25.20 0.0605
2024-07-24 2024-06-30 13F AFLAC COM 001055102 11,340 0 0.00 1,013 4.01 0.0532
2024-04-30 2024-03-31 13F AFLAC COM 001055102 11,340 0 0.00 974 4.06 0.0534
2024-02-12 2023-12-31 13F/A-1 AFLAC COM 001055102 11,340 0 0.00 936 7.47 0.0574
2024-01-25 2023-12-31 13F AFLAC COM 001055102 11,340 0 936 0.0574
2023-10-24 2023-09-30 13F AFLAC COM 001055102 11,340 0 0.00 870 9.99 0.0595
2023-07-27 2023-06-30 13F AFLAC COM 001055102 11,340 0 0.00 792 8.21 0.0530
2023-04-25 2023-03-31 13F AFLAC COM 001055102 11,340 0 0.00 732 -10.31 0.0526
2023-01-27 2022-12-31 13F AFLAC COM 001055102 11,340 0 0.00 816 27.94 0.0628
2022-10-14 2022-09-30 13F AFLAC COM 001055102 11,340 0 0.00 637 1.59 0.0550
2022-07-15 2022-06-30 13F AFLAC COM 001055102 11,340 0 0.00 627 -15.61 0.0527
2022-04-21 2022-03-31 13F AFLAC COM 001055102 11,340 0 0.00 743 12.24 0.0547
2022-01-19 2021-12-31 13F AFLAC COM 001055102 11,340 0 0.00 662 12.01 0.0455
2021-10-21 2021-09-30 13F AFLAC COM 001055102 11,340 0 0.00 591 -2.96 0.0446
2021-07-20 2021-06-30 13F AFLAC COM 001055102 11,340 0 0.00 609 5.00 0.0474
2021-04-23 2021-03-31 13F AFLAC COM 001055102 11,340 0 0.00 580 15.08 0.0509
2021-01-22 2020-12-31 13F AFLAC COM 001055102 11,340 0 0.00 504 22.33 0.0493
2020-10-14 2020-09-30 13F AFLAC COM 001055102 11,340 0 0.00 412 0.73 0.0536
2020-07-21 2020-06-30 13F AFLAC COM 001055102 11,340 0 0.00 409 5.41 0.0582
2020-04-21 2020-03-31 13F AFLAC COM 001055102 11,340 -340 -2.91 388 -37.22 0.0676
2020-01-24 2019-12-31 13F AFLAC COM 001055102 11,680 0 0.00 618 1.15 0.0812
2019-10-15 2019-09-30 13F AFLAC COM 001055102 11,680 0 0.00 611 -4.53 0.0871
2019-07-11 2019-06-30 13F AFLAC COM 001055102 11,680 0 0.00 640 9.59 0.0932
2019-04-09 2019-03-31 13F AFLAC COM 001055102 11,680 0 0.00 584 9.36 0.0852
2019-01-18 2018-12-31 13F AFLAC COM 001055102 11,680 0 0.00 534 -2.91 0.0846
2018-10-19 2018-09-30 13F AFLAC COM 001055102 11,680 0 0.00 550 9.56 0.0865
2018-08-01 2018-06-30 13F AFLAC COM 001055102 11,680 0 0.00 502 -1.76 0.0841
2018-05-01 2018-03-31 13F AFLAC COM 001055102 11,680 5,840 100.00 511 -0.39 0.0891
2018-01-30 2017-12-31 13F AFLAC COM 001055102 5,840 0 0.00 513 8.00 0.0890
2017-11-02 2017-09-30 13F AFLAC COM 001055102 5,840 0 0.00 475 4.63 0.0869
2017-08-01 2017-06-30 13F AFLAC COM 001055102 5,840 0 0.00 454 7.33 0.0858
2017-05-05 2017-03-31 13F AFLAC COM 001055102 5,840 0 0.00 423 4.19 0.0830
2017-01-23 2016-12-31 13F AFLAC COM 001055102 5,840 0 0.00 406 -3.33 0.0817
2016-10-25 2016-09-30 13F AFLAC COM 001055102 5,840 0 0.00 420 -0.24 0.0863
2016-07-22 2016-06-30 13F AFLAC COM 001055102 5,840 0 0.00 421 14.09 0.0896
2016-04-18 2016-03-31 13F AFLAC COM 001055102 5,840 0 0.00 369 5.43 0.0815
2016-01-15 2015-12-31 13F AFLAC COM 001055102 5,840 0 0.00 350 3.24 0.0860
2015-10-21 2015-09-30 13F AFLAC COM 001055102 5,840 0 0.00 339 -6.61 0.0905
2015-07-27 2015-06-30 13F AFLAC COM 001055102 5,840 0 0.00 363 -2.94 0.0930
2015-04-14 2015-03-31 13F A F L A C INC ODD LOT OFFER COM 001055102 5,840 0 0.00 374 4.76 0.0943
2015-01-09 2014-12-31 13F A F L A C INC ODD LOT OFFER COM 001055102 5,840 0 0.00 357 5.00 0.0960
2014-10-22 2014-09-30 13F A F L A C INC ODD LOT OFFER COM 001055102 5,840 0 0.00 340 -6.59 0.1039
2014-07-21 2014-06-30 13F A F L A C COM 001055102 5,840 -130 -2.18 364 -3.19 0.1139
2014-04-14 2014-03-31 13F/A-1 A F L A C COM 001055102 5,970 0 0.00 376 -5.76 0.1262
2014-04-11 2014-03-31 13F A F L A C COM 001055102 5,970 376
2014-02-12 2013-12-31 13F A F L A C INC ODD LOT OFFER COM 001055102 5,970 0 0.00 399 7.84 0.1449
2014-02-26 2013-09-30 13F A F L A C INC ODD LOT OFFER COM 001055102 5,970 0 0.00 370 6.63 0.1511
2014-03-03 2013-06-30 13F A F L A C INC ODD LOT OFFER COM 001055102 5,970 0 0.00 347 11.58 0.1632
2014-03-03 2013-03-31 13F A F L A C INC ODD LOT OFFER COM 001055102 5,970 0 0.00 311 -1.89 0.1576
2014-03-07 2012-12-31 13F A F L A C INC ODD LOT OFFER COM 001055102 5,970 5,970 317 0.2066
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.