Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWedmont Private Capital
Latest Disclosed Ownership9,391 shares
Latest Disclosed Value $ 1,061,222
Wedmont Private Capital reports 1.25% increase in ownership of AFL / Aflac Incorporated

On April 9, 2026 - Wedmont Private Capital filed a 13F-HR form disclosing ownership of 9,391 shares of Aflac Incorporated (MX:AFL) valued at $1,061,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 9,275 shares of Aflac Incorporated. This represents a change in shares of 1.25% 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)
2026-04-09 2026-03-31 13F AFLAC COM 001055102 9,391 116 1.25 1,061 3.92 0.0342
2026-01-08 2025-12-31 13F AFLAC COM 001055102 9,275 -134 -1.42 1,022 -3.86 0.0355
2025-10-08 2025-09-30 13F AFLAC COM 001055102 9,409 733 8.45 1,063 20.14 0.0395
2025-07-10 2025-06-30 13F AFLAC COM 001055102 8,676 -99 -1.13 884 -5.66 0.0377
2025-04-14 2025-03-31 13F AFLAC COM 001055102 8,775 -34 -0.39 937 5.40 0.0480
2025-01-13 2024-12-31 13F AFLAC COM 001055102 8,809 1,809 25.84 890 13.68 0.0469
2024-10-08 2024-09-30 13F AFLAC COM 001055102 7,000 350 5.26 783 26.95 0.0447
2024-07-15 2024-06-30 13F AFLAC COM 001055102 6,650 396 6.33 616 18.46 0.0388
2024-04-10 2024-03-31 13F AFLAC COM 001055102 6,254 104 1.69 520 2.16 0.0380
2024-01-09 2023-12-31 13F AFLAC COM 001055102 6,150 786 14.65 510 21.48 0.0417
2023-10-10 2023-09-30 13F AFLAC COM 001055102 5,364 218 4.24 419 17.04 0.0424
2023-07-17 2023-06-30 13F AFLAC COM 001055102 5,146 1,019 24.69 358 33.58 0.0386
2023-04-11 2023-03-31 13F AFLAC COM 001055102 4,127 233 5.98 268 -6.62 0.0354
2023-01-09 2022-12-31 13F AFLAC COM 001055102 3,894 3,894 288 0.0430
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.