CIA
AFL icon

Concurrent Investment Advisors’s Aflac AFL Stock Holding History

Concurrent Investment Advisors’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.18M Buy
69,734
+914
+1% +$105K 0.07% 311
2026
Q1 		$7.55M Buy
68,820
+1,172
+2% +$130K 0.08% 267
2025
Q4 		$7.46M Buy
67,648
+26,282
+64% +$2.9M 0.08% 246
2025
Q3 		$4.62M Buy
41,366
+1,519
+4% +$160K 0.08% 261
2025
Q2 		$4.2M Buy
39,847
+1,438
+4% +$151K 0.08% 257
2025
Q1 		$4.27M Buy
38,409
+2,975
+8% +$316K 0.1% 217
2024
Q4 		$3.67M Buy
35,434
+2,167
+7% +$236K 0.1% 210
2024
Q3 		$3.72M Buy
33,267
+325
+1% +$33K 0.11% 195
2024
Q2 		$2.94M Buy
32,942
+2,808
+9% +$241K 0.1% 213
2024
Q1 		$2.59M Sell
30,134
-3,623
-11% -$297K 0.1% 202
2023
Q4 		$2.78M Buy
+33,757
New +$2.72M 0.13% 168

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concurrent Investment Advisors's AFL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Aflac (AFL) stake by 1.3% in Q2 2026, buying an estimated $105K and bringing the position to 69,734 shares worth $8.18M. The position accounts for 0.07% of the portfolio, ranked #311.

Concurrent Investment Advisors first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Concurrent Investment Advisors held 69,734 shares of Aflac worth $8.18M as of Q2 2026.
  • Concurrent Investment Advisors bought 914 Aflac shares in Q2 2026, an estimated $105K.
  • Aflac made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #311 holding.
  • Concurrent Investment Advisors first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.