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AFLAC Incorporated shares owned by Perissos Private Wealth Management

Quarter-by-quarter ownership of AFLAC Incorporated (AFL) shares owned by Perissos Private Wealth Management from 13F filings

Historical chart of Perissos Private Wealth Management investment in AFLAC Incorporated

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All positions including AFLAC Incorporated held by Perissos Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AFLAC Incorporated by Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 2.0k 111.70
2025-06-30 $210k 2.0k 105.46
2025-03-31 $221k 2.0k 111.19

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Blackstone Secd Lending Common Stock (BXSL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private Wealth Management

Top funds holding AFLAC Incorporated

Japan Post Holdings
Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Geode Capital Management
Morgan Stanley
Northern Trust
Ubs Global Asset Management Americas
Dimensional Fund Advisors
Goldman Sachs Group
Legal & General Group
Invesco
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding AFLAC Incorporated