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Capital Investment Advisors’s Unum UNM Stock Holding History

Capital Investment Advisors’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 		$211K Buy
2,882
+9
+0.3% +$672 ﹤0.01% 704
2025
Q4 		$223K Buy
2,873
+1
+0% +$76 ﹤0.01% 676
2025
Q3 		$223K Buy
+2,872
New +$215K ﹤0.01% 668

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

Capital Investment Advisors's UNM Position: Q1 2026 in Review

Capital Investment Advisors increased its Unum (UNM) stake by 0.31% in Q1 2026, buying an estimated $672 and bringing the position to 2,882 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Capital Investment Advisors first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Capital Investment Advisors held 2,882 shares of Unum worth $211K as of Q1 2026.
  • Capital Investment Advisors bought 9 Unum shares in Q1 2026, an estimated $672.
  • Unum made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #704 holding.
  • Capital Investment Advisors first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's Unum position peaked at $223K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.