JWCA
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J.W. Cole Advisors’s Unum UNM Stock Holding History

J.W. Cole Advisors’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 		$282K Sell
3,153
-995
-24% -$82.5K ﹤0.01% 1314
2026
Q1 		$303K Buy
4,148
+3
+0.1% +$224 0.01% 626
2025
Q4 		$267K Sell
4,145
-1,395
-25% -$107K 0.01% 1155
2025
Q3 		$431K Sell
5,540
-864
-13% -$64.7K 0.01% 1051
2025
Q2 		$517K Buy
6,404
+485
+8% +$38.3K 0.01% 905
2025
Q1 		$482K Sell
5,919
-708
-11% -$54.6K 0.02% 781
2024
Q4 		$484K Sell
6,627
-549
-8% -$37.8K 0.02% 610
2024
Q3 		$427K Sell
7,176
-271
-4% -$14.7K 0.02% 653
2024
Q2 		$381K Sell
7,447
-377
-5% -$19.5K 0.02% 613
2024
Q1 		$420K Sell
7,824
-265
-3% -$12.9K 0.02% 580
2023
Q4 		$366K Buy
8,089
+85
+1% +$3.87K 0.02% 574
2023
Q3 		$394K Buy
8,004
+8
+0.1% +$391 0.03% 479
2023
Q2 		$381K Buy
7,996
+71
+0.9% +$3.1K 0.03% 503
2023
Q1 		$314K Buy
7,925
+5
+0.1% +$206 0.02% 586
2022
Q4 		$325K Buy
7,920
+1,138
+17% +$47.7K 0.03% 532
2022
Q3 		$263K Sell
6,782
-198
-3% -$7.24K 0.02% 582
2022
Q2 		$237K Sell
6,980
-427
-6% -$14.5K 0.02% 618
2022
Q1 		$233K Buy
+7,407
New +$207K 0.02% 701
2021
Q3 		– Sell
-9,778
Closed -$278K – 752
2021
Q2 		$278K Sell
9,778
-4,384
-31% -$129K 0.02% 604
2021
Q1 		$394K Buy
14,162
+312
+2% +$8.1K 0.04% 444
2020
Q4 		$318K Buy
+13,850
New +$286K 0.03% 460

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

J.W. Cole Advisors's UNM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Unum (UNM) stake by 24% in Q2 2026, selling an estimated $82.5K and leaving 3,153 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

J.W. Cole Advisors first reported a position in UNM in Q4 2020 and has held it in 21 quarters since. The position peaked at $517K in Q2 2025. 249 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • J.W. Cole Advisors held 3,153 shares of Unum worth $282K as of Q2 2026.
  • J.W. Cole Advisors sold 995 Unum shares in Q2 2026, an estimated $82.5K.
  • Unum made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1314 holding.
  • J.W. Cole Advisors first reported a position in Unum in Q4 2020 and has held it in 21 quarters since.
  • J.W. Cole Advisors's Unum position peaked at $517K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.