Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSummit Financial Wealth Advisors, LLC
Latest Disclosed Ownership2,794 shares
Latest Disclosed Value $ 306,530
Summit Financial Wealth Advisors, LLC reports 1.56% increase in ownership of AFL / Aflac Incorporated

On May 26, 2026 - Summit Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,794 shares of Aflac Incorporated (MX:AFL) valued at $306,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,751 shares of Aflac Incorporated. This represents a change in shares of 1.56% 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)
2026-05-26 2026-03-31 13F AFLAC COM 001055102 2,794 43 1.56 307 0.99 0.0435
2026-01-27 2025-12-31 13F AFLAC COM 001055102 2,751 -138 -4.78 303 -5.02 0.0434
2025-10-03 2025-09-30 13F AFLAC COM 001055102 2,889 262 9.97 320 15.16 0.0496
2025-09-29 2025-06-30 13F AFLAC COM 001055102 2,627 0 0.00 277 -5.14 0.0497
2025-05-14 2025-03-31 13F AFLAC COM 001055102 2,627 0 0.00 292 4.29 0.0579
2025-02-13 2024-12-31 13F AFLAC COM 001055102 2,627 -336 -11.34 280 -15.41 0.0548
2024-11-13 2024-09-30 13F AFLAC COM 001055102 2,963 0 0.00 331 25.38 0.0621
2024-08-12 2024-06-30 13F AFLAC COM 001055102 2,963 -427 -12.60 265 -9.28 0.0536
2024-05-02 2024-03-31 13F AFLAC COM 001055102 3,390 0 0.00 291 4.30 0.0590
2024-01-19 2023-12-31 13F AFLAC COM 001055102 3,390 0 0.00 280 1.82 0.0635
2023-11-13 2023-09-30 13F AFLAC COM 001055102 3,390 -1,110 -24.67 275 -12.74 0.0674
2023-07-12 2023-06-30 13F AFLAC COM 001055102 4,500 -305 -6.35 314 1.29 0.0726
2023-04-10 2023-03-31 13F AFLAC COM 001055102 4,805 0 0.00 310 -10.14 0.0735
2023-01-17 2022-12-31 13F AFLAC COM 001055102 4,805 0 0.00 346 14.62 0.0834
2022-10-28 2022-09-30 13F AFLAC COM 001055102 4,805 0 0.00 301 11.90 0.0865
2022-07-26 2022-06-30 13F AFLAC COM 001055102 4,805 4,805 269 0.0643
2022-05-06 2022-03-31 13F AFLAC COM 001055102 0 -4,788 -100.00 0 -100.00
2022-01-12 2021-12-31 13F AFLAC COM 001055102 4,788 0 0.00 288 15.20 0.0558
2021-11-05 2021-09-30 13F AFLAC COM 001055102 4,788 0 0.00 250 -2.72 0.0567
2021-08-09 2021-06-30 13F AFLAC COM 001055102 4,788 0 0.00 257 20.66 0.0580
2021-04-23 2021-03-31 13F AFLAC COM 001055102 4,788 4,788 213 0.0542
2020-04-29 2020-03-31 13F AFLAC COM 001055102 0 -4,555 -100.00 0 -100.00
2020-01-28 2019-12-31 13F AFLAC COM 001055102 4,555 0 0.00 236 -1.26 0.0573
2019-11-05 2019-09-30 13F AFLAC COM 001055102 4,555 -223 -4.67 239 -8.78 0.0586
2019-07-16 2019-06-30 13F AFLAC COM 001055102 4,778 0 0.00 262 12.45 0.0641
2019-05-01 2019-03-31 13F AFLAC COM 001055102 4,778 0 0.00 233 6.88 0.0615
2019-02-01 2018-12-31 13F AFLAC COM 001055102 4,778 -258 -5.12 218 -0.91 0.0707
2018-10-22 2018-09-30 13F AFLAC COM 001055102 5,036 -50 -0.98 220 -1.35 0.0658
2018-04-09 2018-03-31 13F/A-1 AFLAC COM 001055102 5,086 2,543 100.00 223 0.00 0.0733
2018-02-05 2017-12-31 13F AFLAC COM 001055102 2,543 2,543 223 0.0766
2017-05-11 2017-03-31 13F AFLAC COM 001055102 0 -12,565 -100.00 0 -100.00
2017-02-14 2016-12-31 13F AFLAC COM 001055102 12,565 -85 -0.67 875 -3.74 0.3847
2016-10-05 2016-09-30 13F AFLAC COM 001055102 12,650 -2,871 -18.50 909 -18.84 0.3937
2016-07-06 2016-06-30 13F AFLAC COM 001055102 15,521 12,085 351.72 1,120 416.13 0.4679
2016-05-13 2016-03-31 13F AFLAC COM 001055102 3,436 3,436 0.00 217 0.0949
2016-02-11 2015-12-31 13F AFLAC COM 001055102 0 -2,070 -100.00 0 -100.00
2015-10-19 2015-09-30 13F AFLAC COM 001055102 2,070 0 0.00 120 -6.25 0.0776
2015-08-10 2015-06-30 13F AFLAC COM 001055102 2,070 0 0.00 128 -3.03 0.0792
2015-05-14 2015-03-31 13F AFLAC COM 001055102 2,070 0 0.00 132 4.76 0.0894
2015-02-11 2014-12-31 13F AFLAC COM 001055102 2,070 2,070 126 0.0875
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.