Bank of America
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Bank of America’s Unum UNM Stock Holding History

Bank of America’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
2023
Q1 		– Sell
-60,000
Closed -$2.46M – 8286
2022
Q4 		$2.46M Buy
+60,000
New +$2.51M ﹤0.01% 4068

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America's UNM Position: Q1 2026 in Review

Bank of America increased its Unum (UNM) stake by 19% in Q1 2026, buying an estimated $6.77M and bringing the position to 580,230 shares worth $42.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Bank of America first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $69.5M in Q4 2015. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Bank of America held 580,230 shares of Unum worth $42.4M as of Q1 2026.
  • Bank of America bought 90,650 Unum shares in Q1 2026, an estimated $6.77M.
  • Unum made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1720 holding.
  • Bank of America first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Unum position peaked at $69.5M in Q4 2015.
  • 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.