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Pallas Capital Advisors’s Unum UNM Stock Holding History

Pallas Capital 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 		$429K Sell
4,804
-718
-13% -$59.5K 0.01% 621
2026
Q1 		$403K Buy
5,522
+207
+4% +$15.5K 0.02% 558
2025
Q4 		$412K Buy
5,315
+180
+4% +$13.8K 0.01% 589
2025
Q3 		$399K Sell
5,135
-74
-1% -$5.54K 0.01% 583
2025
Q2 		$421K Buy
5,209
+58
+1% +$4.58K 0.02% 558
2025
Q1 		$420K Buy
5,151
+666
+15% +$51.3K 0.02% 518
2024
Q4 		$328K Buy
4,485
+52
+1% +$3.58K 0.01% 452
2024
Q3 		$281K Buy
+4,433
New +$241K 0.01% 488

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's UNM Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Unum (UNM) stake by 13% in Q2 2026, selling an estimated $59.5K and leaving 4,804 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #621.

Pallas Capital Advisors first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Pallas Capital Advisors held 4,804 shares of Unum worth $429K as of Q2 2026.
  • Pallas Capital Advisors sold 718 Unum shares in Q2 2026, an estimated $59.5K.
  • Unum made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #621 holding.
  • Pallas Capital Advisors first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.