SEC 13F Intelligence

Greystone Financial Group, LLC / AFL

Greystone Financial Group, LLC’s Aflac Inc Position

Does Greystone Financial Group, LLC own Aflac Inc (AFL)? Not currently — the last reported position was 83.3K shares worth $7M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2023
Shares
83.3K
% of Portfolio
+1.59%
Quarters Held
12
position exited

Position History AFL

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $5MQ3 ’21Q4 ’21: $8MQ1 ’22: $8MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ3 ’23Q4 ’23: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202383.3K$7M+1.59%
Q3 202385.1K$7M+1.63%
Q2 2023109.5K$8M+1.77%
Q1 2023108.1K$7M+1.76%
Q4 2022106.0K$8M+2.24%
Q3 2022125.4K$7M+2.39%
Q2 2022133.7K$7M+2.31%
Q1 2022130.5K$8M+2.12%
Q4 2021130.2K$8M+1.82%
Q3 2021104.0K$5M+1.61%
Q2 2021131.4K$7M+1.75%
Q1 2021130.9K$7M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of AFL.