Concurrent Investment Advisors, LLC

Position in AFL — Aflac Inc

CIK 2001015 Tampa, FL

Position in AFL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,176,310

+$626,069 QoQ

Shares Held

69,734

+1.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#276

of 1,687 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. AFL ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	69,734	$8,176,310
2	MET	Metlife Inc	52,634	$4,453,362
3	UNM	Unum Group	25,910	$2,316,354
4	PRU	Prudential Financial Inc	14,159	$1,528,180
5	MFC	Manulife Financial Corp	26,248	$1,063,305
6	LNC	Lincoln National Corp	28,830	$1,019,140
7	JXN	Jackson Financial Inc.	8,166	$836,116
8	PUK	Prudential PLC	14,354	$384,830

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,176,310	69,734	+1.3%	Shares	Sole	2026-07-27
2026-03-31	$7,550,241	68,820	+1.7%	Shares	Sole	2026-04-21
2025-12-31	$7,459,544	67,648	+63.5%	Shares	Sole	2026-01-29
2025-09-30	$4,620,582	41,366	+3.8%	Shares	Sole	2025-10-27
2025-06-30	$4,202,264	39,847	+3.7%	Shares	Sole	2025-07-25
2025-03-31	$4,270,696	38,409	+8.4%	Shares	Sole	2025-04-29
2024-12-31	$3,665,292	35,434	+6.5%	Shares	Sole	2025-02-03
2024-09-30	$3,719,250	33,267	+1.0%	Shares	Sole	2024-10-30
2024-06-30	$2,942,050	32,942	+9.3%	Shares	Sole	2024-07-30
2024-03-31	$2,587,305	30,134	-10.7%	Shares	Sole	2024-05-07
2023-12-31	$2,784,952	33,757	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.