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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pallas Capital Advisors's UNM Position: Q1 2026 in Review

Pallas Capital Advisors increased its Unum (UNM) stake by 3.9% in Q1 2026, buying an estimated $15.5K and bringing the position to 5,522 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #558.

Pallas Capital Advisors first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $421K in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Pallas Capital Advisors held 5,522 shares of Unum worth $403K as of Q1 2026.
Pallas Capital Advisors bought 207 Unum shares in Q1 2026, an estimated $15.5K.
Unum made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #558 holding.
Pallas Capital Advisors first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
Pallas Capital Advisors's Unum position peaked at $421K in Q2 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.