AFL — AFLAC INC

Ownership history in MITCHELL & PAHL PRIVATE WEALTH, LLC  ·  21 quarters on record

AI Ownership Summary

MITCHELL & PAHL PRIVATE WEALTH, LLC reported AFLAC INC (AFL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.35% in 2024 Q3. The latest visible filing shows AFL at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL & PAHL PRIVATE WEALTH, LLC's position in AFLAC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AFL was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AFL stock page MITCHELL & PAHL PRIVATE WEALTH, LLC fund profile MITCHELL & PAHL PRIVATE WEALTH, LLC full holdings
How MITCHELL & PAHL PRIVATE WEALTH, LLC held AFL — position size vs. price
% of Fund (quarterly)    AFL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,277 -57 -0.2% 1.20% $2.9M 2026-02-14 (Est.) $114.30
2025 Q3 REDUCED 26,334 -143 -0.5% 1.23% $2.9M 2025-10-09 $110.01
2025 Q2 ADDED 26,477 +452 +1.7% 1.23% $2.8M 2025-07-11 $99.96
2025 Q1 REDUCED 26,025 -716 -2.7% 1.35% $2.9M 2025-04-09 $103.07
2024 Q4 ADDED 26,741 +809 +3.1% 1.29% $2.8M 2025-01-16 $103.11
2024 Q3 ADDED 25,932 +247 +1.0% 1.35% $2.9M 2024-10-16 $110.83
2024 Q2 REDUCED 25,685 -272 -1.0% 1.21% $2.3M 2024-07-12 $89.34
2024 Q1 ADDED 25,957 +230 +0.9% 1.17% $2.2M 2024-04-26 $80.17
2023 Q4 REDUCED 25,727 -792 -3.0% 1.20% $2.1M 2024-02-09 $74.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AFL

As of 2026 Q1 — sorted by position size

Dorato Capital Management 15.63% Longboard Asset Management, LP 4.36% Somerset Trust Co 3Y 7Y 1.84% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 1.38% G&S Capital LLC 3Y 7Y 0.93% JGP Wealth Management, LLC 3Y 7Y 0.92% WINCAP FINANCIAL LLC 0.9% KWMG, LLC 3Y 7Y 0.69% BRADY FAMILY WEALTH, LLC 0.59% Coastline Trust Co 3Y 7Y 0.53%

FAQ About MITCHELL & PAHL PRIVATE WEALTH, LLC and AFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL & PAHL PRIVATE WEALTH, LLC reported owning AFL?

MITCHELL & PAHL PRIVATE WEALTH, LLC reported AFL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AFL position in MITCHELL & PAHL PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for AFL was 1.35% in 2024 Q3.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL & PAHL PRIVATE WEALTH, LLC reported 26,277 shares, equal to 1.20% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AFL ownership page compare?

The chart compares MITCHELL & PAHL PRIVATE WEALTH, LLC's quarterly AFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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