Cadence Bank’s Unum UNM Stock Holding History

Cadence Bank’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
2025 Q4	$562K	Hold	7,248	–	–	0.03%	224
2025 Q3	$564K	Sell	7,248 -617	-8%	-$46.2K	0.03%	225
2025 Q2	$635K	Hold	7,865	–	–	0.04%	210
2025 Q1	$641K	Sell	7,865 -162	-2%	-$12.5K	0.05%	199
2024 Q4	$586K	Hold	8,027	–	–	0.04%	206
2024 Q3	$477K	Hold	8,027	–	–	0.03%	223
2024 Q2	$410K	Hold	8,027	–	–	0.03%	208
2024 Q1	$431K	Hold	8,027	–	–	0.03%	235
2023 Q4	$363K	Hold	8,027	–	–	0.03%	255
2023 Q3	$395K	Hold	8,027	–	–	0.03%	241
2023 Q2	$383K	Hold	8,027	–	–	0.03%	249
2023 Q1	$318K	Sell	8,027 -852	-10%	-$35.2K	0.03%	266
2022 Q4	$364K	Hold	8,879	–	–	0.03%	256
2022 Q3	$345K	Buy	+8,879	New	+$325K	0.04%	249

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Cadence Bank's UNM Position: Q4 2025 in Review

Cadence Bank held its Unum (UNM) position steady in Q4 2025 at 7,248 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #224.

Cadence Bank first reported a position in UNM in Q3 2022 and has held it in 14 quarters since. The position peaked at $641K in Q1 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Cadence Bank held 7,248 shares of Unum worth $562K as of Q4 2025.
Cadence Bank left its Unum share count unchanged in Q4 2025.
Unum made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #224 holding.
Cadence Bank first reported a position in Unum in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's Unum position peaked at $641K in Q1 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.