IAA
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Independent Advisor Alliance’s Unum UNM Stock Holding History

Independent Advisor Alliance’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 		$205K Buy
+2,805
New +$209K ﹤0.01% 1493

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

Independent Advisor Alliance's UNM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Unum (UNM) in Q1 2026: 2,805 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Independent Advisor Alliance held 2,805 shares of Unum worth $205K as of Q1 2026.
  • Unum was a new Independent Advisor Alliance position in Q1 2026.
  • Unum made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1493 holding.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.