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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi RMB Capital's AFL Position: Q1 2026 in Review

Curi RMB Capital increased its Aflac (AFL) stake by 1.6% in Q1 2026, buying an estimated $9.2K and bringing the position to 5,194 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #567.

Curi RMB Capital first reported a position in AFL in Q2 2013 and has held it in 32 quarters since. The position peaked at $13.5M in Q2 2013. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Curi RMB Capital held 5,194 shares of Aflac worth $570K as of Q1 2026.
Curi RMB Capital bought 83 Aflac shares in Q1 2026, an estimated $9.2K.
Aflac made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #567 holding.
Curi RMB Capital first reported a position in Aflac in Q2 2013 and has held it in 32 quarters since.
Curi RMB Capital's Aflac position peaked at $13.5M in Q2 2013.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.