Coastline Trust’s Unum UNM Stock Holding History

Coastline Trust’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 Q3	$392K	Hold	4,470	–	–	0.04%	159
2026 Q2	$400K	Hold	4,470	–	–	0.04%	170
2026 Q1	$326K	Hold	4,470	–	–	0.03%	179
2025 Q4	$346K	Hold	4,470	–	–	0.03%	178
2025 Q3	$348K	Hold	4,470	–	–	0.04%	168
2025 Q2	$361K	Hold	4,470	–	–	0.04%	165
2025 Q1	$364K	Hold	4,470	–	–	0.05%	169
2024 Q4	$326K	Hold	4,470	–	–	0.04%	177
2024 Q3	$266K	Hold	4,470	–	–	0.03%	190
2024 Q2	$228K	Hold	4,470	–	–	0.03%	238
2024 Q1	$240K	Sell	4,470 -1,100	-20%	-$53.6K	0.03%	233
2023 Q4	$252K	Hold	5,570	–	–	0.03%	238
2023 Q3	$274K	Hold	5,570	–	–	0.04%	233
2023 Q2	$266K	Hold	5,570	–	–	0.04%	254
2023 Q1	$220K	Hold	5,570	–	–	0.03%	271
2022 Q4	$229K	Hold	5,570	–	–	0.03%	267
2022 Q3	$216K	Buy	+5,570	New	+$204K	0.03%	291
2018 Q2	–	Sell	-4,300	Closed	-$204K	–	334
2018 Q1	$204K	Hold	4,300	–	–	0.03%	313
2017 Q4	$236K	Hold	4,300	–	–	0.04%	299
2017 Q3	$220K	Hold	4,300	–	–	0.04%	283
2017 Q2	$200K	Hold	4,300	–	–	0.04%	287
2017 Q1	$202K	Buy	+4,300	New	+$201K	0.04%	274

Other funds holding UNM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Coastline Trust's UNM Position: Q3 2026 in Review

Coastline Trust held its Unum (UNM) position steady in Q3 2026 at 4,470 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #159.

Coastline Trust first reported a position in UNM in Q1 2017 and has held it in 22 quarters since. The position peaked at $400K in Q2 2026. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Coastline Trust held 4,470 shares of Unum worth $392K as of Q3 2026.
Coastline Trust left its Unum share count unchanged in Q3 2026.
Unum made up 0.04% of Coastline Trust's portfolio in Q3 2026, its #159 holding.
Coastline Trust first reported a position in Unum in Q1 2017 and has held it in 22 quarters since.
Coastline Trust's Unum position peaked at $400K in Q2 2026.
28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.