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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concurrent Investment Advisors's AFL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Aflac (AFL) stake by 1.7% in Q1 2026, buying an estimated $130K and bringing the position to 68,820 shares worth $7.55M. The position accounts for 0.08% of the portfolio, ranked #267.

Concurrent Investment Advisors first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Concurrent Investment Advisors held 68,820 shares of Aflac worth $7.55M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,172 Aflac shares in Q1 2026, an estimated $130K.
  • Aflac made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #267 holding.
  • Concurrent Investment Advisors first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.