Frank Rimerman Advisors’s Aflac AFL Stock Holding History

Frank Rimerman 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	$1.42M	Sell	12,921 -268	-2%	-$29.7K	0.09%	174
2025 Q4	$1.45M	Buy	13,189 +292	+2%	+$32.2K	0.09%	175
2025 Q3	$1.44M	Sell	12,897 -46	-0.4%	-$4.83K	0.09%	164
2025 Q2	$1.36M	Sell	12,943 -407	-3%	-$42.8K	0.09%	170
2025 Q1	$1.48M	Buy	13,350 +652	+5%	+$69.2K	0.12%	142
2024 Q4	$1.31M	Sell	12,698 -33	-0.3%	-$3.6K	0.1%	153
2024 Q3	$1.42M	Buy	12,731 +140	+1%	+$14.2K	0.1%	163
2024 Q2	$1.12M	Buy	12,591 +6,769	+116%	+$582K	0.08%	196
2024 Q1	$500K	Hold	5,822	–	–	0.1%	61
2023 Q4	$480K	Hold	5,822	–	–	0.1%	65
2023 Q3	$447K	Hold	5,822	–	–	0.11%	61
2023 Q2	$406K	Hold	5,822	–	–	0.1%	65
2023 Q1	$376K	Hold	5,822	–	–	0.1%	71
2022 Q4	$419K	Hold	5,822	–	–	0.13%	56
2022 Q3	$327K	Hold	5,822	–	–	0.12%	61
2022 Q2	$322K	Hold	5,822	–	–	0.12%	59
2022 Q1	$375K	Hold	5,822	–	–	0.12%	93
2021 Q4	$340K	Hold	5,822	–	–	0.11%	92
2021 Q3	$304K	Sell	5,822 -330	-5%	-$18K	0.12%	87
2021 Q2	$330K	Hold	6,152	–	–	0.13%	62
2021 Q1	$315K	Hold	6,152	–	–	0.14%	62
2020 Q4	$274K	Buy	+6,152	New	+$252K	0.12%	78

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

Frank Rimerman Advisors's AFL Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Aflac (AFL) stake by 2% in Q1 2026, selling an estimated $29.7K and leaving 12,921 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #174.

Frank Rimerman Advisors first reported a position in AFL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Frank Rimerman Advisors held 12,921 shares of Aflac worth $1.42M as of Q1 2026.
Frank Rimerman Advisors sold 268 Aflac shares in Q1 2026, an estimated $29.7K.
Aflac made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #174 holding.
Frank Rimerman Advisors first reported a position in Aflac in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's Aflac position peaked at $1.48M in Q1 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.