Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership2,150 shares
Latest Disclosed Value $ 237,253
SRS Capital Advisors, Inc. reports 45.40% decrease in ownership of AFL / Aflac Incorporated

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,150 shares of Aflac Incorporated (MX:AFL) valued at $237,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,938 shares of Aflac Incorporated. This represents a change in shares of -45.40% 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)
2026-05-13 2026-03-31 13F AFLAC COM 001055102 2,150 -1,788 -45.40 237 -45.39 0.0067
2026-02-13 2025-12-31 13F AFLAC COM 001055102 3,938 -21,012 -84.22 434 -84.42 0.0126
2025-11-14 2025-09-30 13F AFLAC COM 001055102 24,950 23,477 1,593.82 2,787 1,609.20 0.0400
2025-08-12 2025-06-30 13F AFLAC COM 001055102 1,473 -12 -0.81 164 -1.21 0.0075
2025-05-15 2025-03-31 13F AFLAC COM 001055102 1,485 1,025 222.83 165 251.06 0.0106
2025-02-05 2024-12-31 13F AFLAC COM 001055102 460 358 350.98 48 327.27 0.0030
2024-11-06 2024-09-30 13F AFLAC COM 001055102 102 7 7.37 11 37.50 0.0010
2024-08-06 2024-06-30 13F AFLAC COM 001055102 95 75 375.00 8 700.00 0.0008
2024-05-14 2024-03-31 13F AFLAC COM 001055102 20 20 2 0.0002
2019-08-08 2019-06-30 13F AFLAC COM 001055102 0 -2,254 -100.00 0 -100.00
2019-02-06 2018-12-31 13F AFLAC COM 001055102 2,254 1,459 183.52 103 178.38 0.0409
2018-11-05 2018-09-30 13F AFLAC COM 001055102 795 538 209.34 37 236.36 0.0149
2018-08-21 2018-06-30 13F AFLAC INC COM COM 001055102 257 -23 -8.21 11 -8.33 0.0048
2018-05-14 2018-03-31 13F AFLAC INC COM COM 001055102 280 280 12 0.0062
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.