Curi RMB Capital’s Aflac AFL Stock Holding History

Curi RMB Capital’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
2019 Q3	–	Sell	-200,000	Closed	-$11M	–	702
2019 Q2	$11M	Buy	+200,000	New	+$10.3M	0.28%	101
2018 Q4	–	Sell	-117,000	Closed	-$5.51M	–	890
2018 Q3	$5.51M	Sell	117,000 -351,000	-75%	-$16.1M	0.13%	188
2018 Q2	$20.1M	Buy	468,000 +322,000	+221%	+$14.5M	0.48%	51
2018 Q1	$6.39M	Buy	+146,000	New	+$6.46M	0.16%	173
2017 Q3	–	Sell	-224,000	Closed	-$8.7M	–	708
2017 Q2	$8.7M	Buy	224,000 +128,000	+133%	+$4.81M	0.25%	129
2017 Q1	$3.48M	Sell	96,000 -228,000	-70%	-$8.08M	0.14%	175
2016 Q4	$11.3M	Buy	+324,000	New	+$11.4M	0.61%	59
2016 Q3	–	Sell	-152,000	Closed	-$5.48M	–	433
2016 Q2	$5.48M	Buy	+152,000	New	+$5.19M	0.29%	96

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curi RMB Capital's AFL Position: Q2 2026 in Review

Curi RMB Capital reduced its Aflac (AFL) stake by 8.4% in Q2 2026, selling an estimated $50.4K and leaving 4,756 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #577.

Curi RMB Capital first reported a position in AFL in Q2 2013 and has held it in 33 quarters since. The position peaked at $13.5M in Q2 2013. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Curi RMB Capital held 4,756 shares of Aflac worth $558K as of Q2 2026.
Curi RMB Capital sold 438 Aflac shares in Q2 2026, an estimated $50.4K.
Aflac made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #577 holding.
Curi RMB Capital first reported a position in Aflac in Q2 2013 and has held it in 33 quarters since.
Curi RMB Capital's Aflac position peaked at $13.5M in Q2 2013.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.