Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership299 shares
Latest Disclosed Value $ 32,804
West Branch Capital LLC reports 15.30% decrease in ownership of AFL / Aflac Incorporated

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 299 shares of Aflac Incorporated (MX:AFL) valued at $32,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 353 shares of Aflac Incorporated. This represents a change in shares of -15.30% 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)
2026-04-14 2026-03-31 13F AFLAC COM 001055102 299 -54 -15.30 33 -15.79 0.0088
2026-01-16 2025-12-31 13F AFLAC COM 001055102 353 -269 -43.25 39 -44.93 0.0100
2025-10-21 2025-09-30 13F AFLAC COM 001055102 622 199 47.04 69 56.82 0.0182
2025-07-16 2025-06-30 13F AFLAC COM 001055102 423 -35 -7.64 45 -12.00 0.0132
2025-04-16 2025-03-31 13F AFLAC COM 001055102 458 0 0.00 51 6.38 0.0170
2025-01-17 2024-12-31 13F AFLAC COM 001055102 458 0 0.00 47 -7.84 0.0151
2024-10-18 2024-09-30 13F AFLAC COM 001055102 458 0 0.00 51 27.50 0.0177
2024-07-26 2024-06-30 13F AFLAC COM 001055102 458 0 0.00 41 2.56 0.0152
2024-04-24 2024-03-31 13F AFLAC COM 001055102 458 -34 -6.91 39 -2.50 0.0158
2024-01-19 2023-12-31 13F AFLAC COM 001055102 492 0 0.00 41 8.11 0.0191
2023-10-20 2023-09-30 13F AFLAC COM 001055102 492 1 0.20 38 8.82 0.0198
2023-08-07 2023-06-30 13F AFLAC COM 001055102 491 68 16.08 34 25.93 0.0171
2023-04-20 2023-03-31 13F AFLAC COM 001055102 423 0 0.00 27 -10.00 0.0152
2023-01-27 2022-12-31 13F AFLAC COM 001055102 423 -218 -34.01 30 -16.67 0.0188
2022-10-19 2022-09-30 13F AFLAC COM 001055102 641 0 0.00 36 2.86 0.0224
2022-07-28 2022-06-30 13F AFLAC COM 001055102 641 641 35 0.0202
2022-05-03 2022-03-31 13F AFLAC COM 001055102 0 -641 -100.00 0 -100.00
2022-01-24 2021-12-31 13F AFLAC COM 001055102 641 0 0.00 37 12.12 0.0157
2021-11-09 2021-09-30 13F AFLAC COM 001055102 641 0 0.00 33 -2.94 0.0159
2021-08-17 2021-06-30 13F AFLAC COM 001055102 641 641 34 0.0167
2020-07-08 2020-06-30 13F AFLAC COM 001055102 0 -6,228 -100.00 0 -100.00
2020-04-20 2020-03-31 13F AFLAC COM 001055102 6,228 -8,999 -59.10 213 -73.57 0.2035
2020-01-07 2019-12-31 13F AFLAC COM 001055102 15,227 -9,456 -38.31 806 -37.57 0.5613
2019-10-23 2019-09-30 13F Aflac COM 001055102 24,683 1,143 4.86 1,291 0.08 0.9562
2019-08-05 2019-06-30 13F Aflac COM 001055102 23,540 2,296 10.81 1,290 21.47 1.0644
2019-04-30 2019-03-31 13F AFLAC COM 001055102 21,244 1,119 5.56 1,062 15.81 0.9506
2019-02-06 2018-12-31 13F AFLAC COM 001055102 20,125 -687 -3.30 917 -6.43 0.9659
2018-10-15 2018-09-30 13F AFLAC COM 001055102 20,812 -126 -0.60 980 8.77 0.7270
2018-08-02 2018-06-30 13F AFLAC COM 001055102 20,938 279 1.35 901 -0.33 0.7101
2018-05-02 2018-03-31 13F AFLAC COM 001055102 20,659 20,659 904 0.9924
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.