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First Citizens Bank & Trust’s Unum UNM Stock Holding History

First Citizens Bank & 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
Q2 		$1.84M Buy
20,550
+325
+2% +$26.9K 0.03% 233
2026
Q1 		$1.48M Sell
20,225
-915
-4% -$68.3K 0.03% 244
2025
Q4 		$1.64M Buy
21,140
+165
+0.8% +$12.6K 0.03% 222
2025
Q3 		$1.63M Buy
20,975
+815
+4% +$61.1K 0.04% 215
2025
Q2 		$1.63M Buy
20,160
+13,444
+200% +$1.06M 0.03% 209
2025
Q1 		$547K Buy
6,716
+848
+14% +$65.4K 0.01% 302
2024
Q4 		$429K Buy
5,868
+651
+12% +$44.9K 0.01% 333
2024
Q3 		$310K Buy
5,217
+291
+6% +$15.8K 0.01% 368
2024
Q2 		$252K Sell
4,926
-7,255
-60% -$375K ﹤0.01% 393
2024
Q1 		$654K Buy
12,181
+1,169
+11% +$57K 0.01% 285
2023
Q4 		$498K Sell
11,012
-156
-1% -$7.11K 0.01% 254
2023
Q3 		$549K Sell
11,168
-1,178
-10% -$57.6K 0.01% 230
2023
Q2 		$589K Buy
12,346
+2,826
+30% +$123K 0.01% 235
2023
Q1 		$377K Hold
9,520
– – 0.01% 258
2022
Q4 		$391K Hold
9,520
– – 0.01% 244
2022
Q3 		$369K Hold
9,520
– – 0.01% 238
2022
Q2 		$324K Hold
9,520
– – 0.01% 273
2022
Q1 		$300K Buy
+9,520
New +$266K 0.01% 310
2021
Q4 		– Sell
-51,491
Closed -$1.29M – 445
2021
Q3 		$1.29M Buy
51,491
+309
+0.6% +$8.18K 0.06% 153
2021
Q2 		$1.45M Sell
51,182
-12,702
-20% -$373K 0.07% 146
2021
Q1 		$1.78M Buy
63,884
+28,688
+82% +$744K 0.08% 145
2020
Q4 		$808K Sell
35,196
-5,518
-14% -$114K 0.04% 190
2020
Q3 		$685K Sell
40,714
-2,664
-6% -$47.4K 0.05% 198
2020
Q2 		$720K Buy
43,378
+10,643
+33% +$168K 0.06% 198
2020
Q1 		$491K Sell
32,735
-1,832
-5% -$44.1K 0.06% 198
2019
Q4 		$1.01M Buy
34,567
+6,577
+23% +$191K 0.1% 172
2019
Q3 		$832K Buy
27,990
+3,487
+14% +$104K 0.1% 199
2019
Q2 		$822K Buy
24,503
+41
+0.2% +$1.42K 0.09% 205
2019
Q1 		$828K Sell
24,462
-6,093
-20% -$212K 0.09% 197
2018
Q4 		$898K Buy
30,555
+24,787
+430% +$868K 0.11% 181
2018
Q3 		$225K Sell
5,768
-61,016
-91% -$2.28M 0.03% 388
2018
Q2 		$2.47M Buy
66,784
+19,056
+40% +$795K 0.3% 89
2018
Q1 		$2.27M Buy
47,728
+1,823
+4% +$95.3K 0.31% 93
2017
Q4 		$2.52M Buy
45,905
+37,057
+419% +$1.99M 0.34% 86
2017
Q3 		$452K Sell
8,848
-948
-10% -$46.2K 0.06% 232
2017
Q2 		$457K Sell
9,796
-2,409
-20% -$111K 0.06% 265
2017
Q1 		$572K Sell
12,205
-74,727
-86% -$3.5M 0.07% 230
2016
Q4 		$3.82M Sell
86,932
-39,323
-31% -$1.57M 0.42% 74
2016
Q3 		$4.46M Sell
126,255
-2,006
-2% -$67.9K 0.41% 75
2016
Q2 		$4.08M Sell
128,261
-8,223
-6% -$278K 0.37% 84
2016
Q1 		$4.22M Buy
+136,484
New +$4M 0.35% 80
2013
Q4 		– Sell
-25,145
Closed -$765K – 775
2013
Q3 		$765K Buy
25,145
+236
+0.9% +$7.25K 0.03% 521
2013
Q2 		$732K Buy
+24,909
New +$694K 0.03% 511

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Citizens Bank & Trust's UNM Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Unum (UNM) stake by 1.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 20,550 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #233.

First Citizens Bank & Trust first reported a position in UNM in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.46M in Q3 2016. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • First Citizens Bank & Trust held 20,550 shares of Unum worth $1.84M as of Q2 2026.
  • First Citizens Bank & Trust bought 325 Unum shares in Q2 2026, an estimated $26.9K.
  • Unum made up 0.03% of First Citizens Bank & Trust's portfolio in Q2 2026, its #233 holding.
  • First Citizens Bank & Trust first reported a position in Unum in Q2 2013 and has held it in 43 quarters since.
  • First Citizens Bank & Trust's Unum position peaked at $4.46M in Q3 2016.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.