Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership59,586 shares
Latest Disclosed Value $ 6,537,189
Sound View Wealth Advisors Group, LLC reports 0.49% decrease in ownership of AFL / Aflac Incorporated

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 59,586 shares of Aflac Incorporated (MX:AFL) valued at $6,537,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 59,881 shares of Aflac Incorporated. This represents a change in shares of -0.49% 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)
2026-05-06 2026-03-31 13F AFLAC COM 001055102 59,586 -295 -0.49 6,537 -1.00 0.4447
2026-01-08 2025-12-31 13F AFLAC COM 001055102 59,881 303 0.51 6,603 -0.77 0.4429
2025-11-10 2025-09-30 13F AFLAC COM 001055102 59,578 786 1.34 6,655 7.32 0.4574
2025-08-07 2025-06-30 13F AFLAC COM 001055102 58,792 127 0.22 6,200 -4.94 0.4581
2025-05-08 2025-03-31 13F AFLAC COM 001055102 58,665 7,953 15.68 6,523 24.35 0.5352
2025-02-07 2024-12-31 13F AFLAC COM 001055102 50,712 14,641 40.59 5,246 30.08 0.4225
2024-11-12 2024-09-30 13F AFLAC COM 001055102 36,071 321 0.90 4,033 26.32 0.3292
2024-08-05 2024-06-30 13F AFLAC COM 001055102 35,750 90 0.25 3,193 4.28 0.3291
2024-05-09 2024-03-31 13F AFLAC COM 001055102 35,660 -2,480 -6.50 3,062 -2.70 0.3263
2024-02-08 2023-12-31 13F AFLAC COM 001055102 38,140 223 0.59 3,147 8.11 0.3471
2023-11-07 2023-09-30 13F AFLAC COM 001055102 37,917 464 1.24 2,910 11.32 0.3620
2023-08-08 2023-06-30 13F AFLAC COM 001055102 37,453 141 0.38 2,614 8.60 0.3427
2023-05-12 2023-03-31 13F AFLAC COM 001055102 37,312 -828 -2.17 2,407 -23.49 0.3304
2024-02-13 2022-12-31 13F/A-1 AFLAC COM 001055102 38,140 583 1.55 3,147 49.03 0.3471
2023-02-08 2022-12-31 13F AFLAC COM 001055102 36,611 -946 2,634 0.5570
2022-11-08 2022-09-30 13F AFLAC COM 001055102 37,557 405 1.09 2,111 2.68 0.4734
2022-08-05 2022-06-30 13F AFLAC COM 001055102 37,152 -199 -0.53 2,056 -14.51 0.4304
2022-05-11 2022-03-31 13F AFLAC COM 001055102 37,351 -9 -0.02 2,405 10.27 0.4572
2022-01-20 2021-12-31 13F AFLAC COM 001055102 37,360 -2,155 -5.45 2,181 5.87 0.4122
2021-10-21 2021-09-30 13F AFLAC COM 001055102 39,515 0 0.00 2,060 -2.83 0.4302
2021-07-21 2021-06-30 13F AFLAC COM 001055102 39,515 0 0.00 2,120 4.85 0.4456
2021-04-28 2021-03-31 13F AFLAC COM 001055102 39,515 -400 -1.00 2,022 13.92 0.4708
2021-02-02 2020-12-31 13F AFLAC COM 001055102 39,915 -1,226 -2.98 1,775 18.73 0.4337
2020-11-09 2020-09-30 13F AFLAC COM 001055102 41,141 -97 -0.24 1,495 0.61 0.3937
2020-08-07 2020-06-30 13F AFLAC COM 001055102 41,238 3,080 8.07 1,486 13.70 0.4185
2020-05-12 2020-03-31 13F AFLAC COM 001055102 38,158 -2,475 -6.09 1,307 -39.18 0.4515
2020-01-27 2019-12-31 13F AFLAC COM 001055102 40,633 -775 -1.87 2,149 -0.78 0.6065
2019-11-07 2019-09-30 13F AFLAC COM 001055102 41,408 -17 -0.04 2,166 -4.58 0.6456
2019-08-07 2019-06-30 13F AFLAC COM 001055102 41,425 41,425 2,270 0.6711
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.