Cary Street Partners Investment Advisory’s Unum UNM Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$96.9K	Buy	+1,084	New	+$89.8K	0.02%	501

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's UNM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Unum (UNM) in Q2 2026: 1,084 shares worth $96.9K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings.

495 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Cary Street Partners Investment Advisory held 1,084 shares of Unum worth $96.9K as of Q2 2026.
Unum was a new Cary Street Partners Investment Advisory position in Q2 2026.
Unum made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #501 holding.
495 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.