Atlantic Union Bankshares’s Unum UNM Stock Holding History

Atlantic Union Bankshares’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Hold	1,900	–	–	﹤0.01%	663
2025 Q4	$147K	Hold	1,900	–	–	﹤0.01%	649
2025 Q3	$148K	Buy	+1,900	New	+$142K	﹤0.01%	662
2021 Q3	–	Sell	-8,500	Closed	-$241K	–	269
2021 Q2	$241K	Sell	8,500 -400	-4%	-$11.8K	0.02%	254
2021 Q1	$248K	Sell	8,900 -1,268	-12%	-$32.9K	0.03%	237
2020 Q4	$233K	Sell	10,168 -1,132	-10%	-$23.4K	0.02%	253
2020 Q3	$190K	Sell	11,300 -6,540	-37%	-$116K	0.02%	251
2020 Q2	$296K	Sell	17,840 -3,170	-15%	-$50K	0.04%	211
2020 Q1	$315K	Sell	21,010 -5,850	-22%	-$141K	0.05%	196
2019 Q4	$783K	Buy	26,860 +200	+0.8%	+$5.82K	0.1%	152
2019 Q3	$792K	Sell	26,660 -460	-2%	-$13.7K	0.11%	152
2019 Q2	$910K	Buy	+27,120	New	+$939K	0.12%	145

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Atlantic Union Bankshares's UNM Position: Q1 2026 in Review

Atlantic Union Bankshares held its Unum (UNM) position steady in Q1 2026 at 1,900 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Atlantic Union Bankshares first reported a position in UNM in Q2 2019 and has held it in 12 quarters since. The position peaked at $910K in Q2 2019. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Atlantic Union Bankshares held 1,900 shares of Unum worth $139K as of Q1 2026.
Atlantic Union Bankshares left its Unum share count unchanged in Q1 2026.
Unum made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #663 holding.
Atlantic Union Bankshares first reported a position in Unum in Q2 2019 and has held it in 12 quarters since.
Atlantic Union Bankshares's Unum position peaked at $910K in Q2 2019.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.