Aviance Capital Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.43M | Sell |
27,214
-602
| -2% | -$49.9K | 0.25% | 85 |
|
|
2026
Q1 | $2.03M | Sell |
27,816
-2,212
| -7% | -$165K | 0.24% | 90 |
|
|
2025
Q4 | $2.33M | Sell |
30,028
-231
| -0.8% | -$17.7K | 0.27% | 83 |
|
|
2025
Q3 | $2.35M | Sell |
30,259
-897
| -3% | -$67.2K | 0.28% | 80 |
|
|
2025
Q2 | $2.52M | Sell |
31,156
-980
| -3% | -$77.4K | 0.33% | 71 |
|
|
2025
Q1 | $2.62M | Sell |
32,136
-9,215
| -22% | -$710K | 0.37% | 63 |
|
|
2024
Q4 | $3.02M | Buy |
41,351
+3,870
| +10% | +$267K | 0.42% | 55 |
|
|
2024
Q3 | $2.23M | Buy |
37,481
+1,111
| +3% | +$60.3K | 0.29% | 82 |
|
|
2024
Q2 | $1.86M | Sell |
36,370
-1,928
| -5% | -$99.8K | 0.26% | 91 |
|
|
2024
Q1 | $2.06M | Buy |
38,298
+2,283
| +6% | +$111K | 0.31% | 81 |
|
|
2023
Q4 | $1.63M | Sell |
36,015
-1,204
| -3% | -$54.8K | 0.35% | 66 |
|
|
2023
Q3 | $1.83M | Sell |
37,219
-985
| -3% | -$48.2K | 0.41% | 58 |
|
|
2023
Q2 | $1.82M | Buy |
38,204
+287
| +0.8% | +$12.5K | 0.39% | 62 |
|
|
2023
Q1 | $1.5M | Buy |
37,917
+539
| +1% | +$22.3K | 0.33% | 81 |
|
|
2022
Q4 | $1.53M | Buy |
37,378
+2,000
| +6% | +$83.8K | 0.36% | 75 |
|
|
2022
Q3 | $1.37M | Sell |
35,378
-12,606
| -26% | -$461K | 0.34% | 85 |
|
|
2022
Q2 | $1.63M | Buy |
47,984
+1,606
| +3% | +$54.4K | 0.36% | 79 |
|
|
2022
Q1 | $1.46M | Sell |
46,378
-1,641
| -3% | -$45.9K | 0.27% | 110 |
|
|
2021
Q4 | $1.18M | Sell |
48,019
-9,205
| -16% | -$236K | 0.2% | 129 |
|
|
2021
Q3 | $1.43M | Sell |
57,224
-2,614
| -4% | -$69.2K | 0.25% | 111 |
|
|
2021
Q2 | $1.7M | Sell |
59,838
-1,052
| -2% | -$30.9K | 0.3% | 85 |
|
|
2021
Q1 | $1.7M | Buy |
60,890
+3,519
| +6% | +$91.3K | 0.33% | 79 |
|
|
2020
Q4 | $1.32M | Sell |
57,371
-10,003
| -15% | -$207K | 0.27% | 96 |
|
|
2020
Q3 | $1.13M | Sell |
67,374
-741
| -1% | -$13.2K | 0.26% | 102 |
|
|
2020
Q2 | $1.13M | Sell |
68,115
-9,593
| -12% | -$151K | 0.28% | 91 |
|
|
2020
Q1 | $1.17M | Buy |
77,708
+39,786
| +105% | +$957K | 0.37% | 69 |
|
|
2019
Q4 | $1.11M | Sell |
37,922
-2,289
| -6% | -$66.6K | 0.28% | 102 |
|
|
2019
Q3 | $1.2M | Buy |
40,211
+1,618
| +4% | +$48K | 0.35% | 90 |
|
|
2019
Q2 | $1.29M | Buy |
38,593
+2,672
| +7% | +$92.5K | 0.36% | 88 |
|
|
2019
Q1 | $1.22M | Buy |
35,921
+10,933
| +44% | +$381K | 0.35% | 82 |
|
|
2018
Q4 | $734K | Buy |
+24,988
| New | +$875K | 0.26% | 112 |
|
Other funds holding UNM
Aviance Capital Partners's UNM Position: Q2 2026 in Review
Aviance Capital Partners reduced its Unum (UNM) stake by 2.2% in Q2 2026, selling an estimated $49.9K and leaving 27,214 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #85.
Aviance Capital Partners first reported a position in UNM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.02M in Q4 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Aviance Capital Partners held 27,214 shares of Unum worth $2.43M as of Q2 2026.
- Aviance Capital Partners sold 602 Unum shares in Q2 2026, an estimated $49.9K.
- Unum made up 0.25% of Aviance Capital Partners's portfolio in Q2 2026, its #85 holding.
- Aviance Capital Partners first reported a position in Unum in Q4 2018 and has held it in 31 quarters since.
- Aviance Capital Partners's Unum position peaked at $3.02M in Q4 2024.
- 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.