Central Trust Company’s Unum UNM Stock Holding History

Central Trust Company’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	$73K	Hold	1,000	–	–	﹤0.01%	768
2025 Q4	$77.5K	Hold	1,000	–	–	﹤0.01%	739
2025 Q3	$77.8K	Hold	1,000	–	–	﹤0.01%	731
2025 Q2	$80.8K	Hold	1,000	–	–	﹤0.01%	707
2025 Q1	$81.5K	Hold	1,000	–	–	﹤0.01%	697
2024 Q4	$73K	Sell	1,000 -7	-0.7%	-$483	﹤0.01%	720
2024 Q3	$59.9K	Buy	1,007 +7	+0.7%	+$380	﹤0.01%	747
2024 Q2	$51.1K	Buy	+1,000	New	+$51.7K	﹤0.01%	770
2022 Q3	–	Sell	-38	Closed	-$1K	–	1427
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	1333
2022 Q1	$1K	Buy	+38	New	+$1.06K	﹤0.01%	1318
2019 Q3	–	Sell	-230	Closed	-$8K	–	1197
2019 Q2	$8K	Hold	230	–	–	﹤0.01%	989
2019 Q1	$8K	Sell	230 -51	-18%	-$1.77K	﹤0.01%	950
2018 Q4	$8K	Hold	281	–	–	﹤0.01%	954
2018 Q3	$11K	Hold	281	–	–	﹤0.01%	986
2018 Q2	$10K	Buy	281 +230	+451%	+$9.6K	﹤0.01%	989
2018 Q1	$2K	Hold	51	–	–	﹤0.01%	1213
2017 Q4	$3K	Hold	51	–	–	﹤0.01%	1160
2017 Q3	$3K	Buy	+51	New	+$2.49K	﹤0.01%	1129

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Central Trust Company's UNM Position: Q1 2026 in Review

Central Trust Company held its Unum (UNM) position steady in Q1 2026 at 1,000 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Central Trust Company first reported a position in UNM in Q3 2017 and has held it in 18 quarters since. The position peaked at $81.5K in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Central Trust Company held 1,000 shares of Unum worth $73K as of Q1 2026.
Central Trust Company left its Unum share count unchanged in Q1 2026.
Unum made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #768 holding.
Central Trust Company first reported a position in Unum in Q3 2017 and has held it in 18 quarters since.
Central Trust Company's Unum position peaked at $81.5K in Q1 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.