Parkside Financial Bank & Trust’s Unum UNM Stock Holding History

Parkside Financial 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 Q1	$77.8K	Sell	1,065 -81	-7%	-$6.05K	0.01%	793
2025 Q4	$88.8K	Buy	1,146 +82	+8%	+$6.27K	0.01%	731
2025 Q3	$82.8K	Sell	1,064 -1	-0.1%	-$75	0.01%	736
2025 Q2	$86K	Sell	1,065 -41	-4%	-$3.24K	0.01%	709
2025 Q1	$90.1K	Buy	1,106 +239	+28%	+$18.4K	0.01%	621
2024 Q4	$63.3K	Sell	867 -32	-4%	-$2.21K	0.01%	718
2024 Q3	$53.4K	Hold	899	–	–	0.01%	758
2024 Q2	$45.9K	Sell	899 -1	-0.1%	-$52	0.01%	777
2024 Q1	$48.3K	Sell	900 -11	-1%	-$536	0.01%	752
2023 Q4	$41.2K	Buy	911 +135	+17%	+$6.15K	0.01%	754
2023 Q3	$38.2K	Sell	776 -9	-1%	-$440	0.01%	705
2023 Q2	$37.4K	Hold	785	–	–	0.01%	705
2023 Q1	$31.1K	Sell	785 -18	-2%	-$743	0.01%	753
2022 Q4	$32.9K	Sell	803 -1	-0.1%	-$42	0.01%	700
2022 Q3	$31K	Sell	804 -31	-4%	-$1.13K	0.01%	661
2022 Q2	$28K	Sell	835 -68	-8%	-$2.3K	0.01%	717
2022 Q1	$28K	Sell	903 -4	-0.4%	-$112	0.01%	739
2021 Q4	$22K	Sell	907 -50	-5%	-$1.28K	0.01%	787
2021 Q3	$24K	Sell	957 -294	-24%	-$7.78K	0.01%	739
2021 Q2	$36K	Buy	1,251 +65	+5%	+$1.91K	0.01%	598
2021 Q1	$33K	Sell	1,186 -112	-9%	-$2.91K	0.01%	610
2020 Q4	$30K	Sell	1,298 -67	-5%	-$1.39K	0.01%	609
2020 Q3	$23K	Buy	1,365 +72	+6%	+$1.28K	0.01%	612
2020 Q2	$21K	Buy	1,293 +583	+82%	+$9.2K	0.01%	633
2020 Q1	$11K	Buy	710 +383	+117%	+$9.21K	﹤0.01%	710
2019 Q4	$10K	Buy	327 +27	+9%	+$785	﹤0.01%	807
2019 Q3	$9K	Buy	300 +196	+188%	+$5.82K	﹤0.01%	811
2019 Q2	$3K	Hold	104	–	–	﹤0.01%	1107
2019 Q1	$4K	Buy	104 +23	+28%	+$801	﹤0.01%	1036
2018 Q4	$2K	Sell	81 -28	-26%	-$980	﹤0.01%	1102
2018 Q3	$4K	Buy	109 +53	+95%	+$1.98K	﹤0.01%	961
2018 Q2	$2K	Buy	56 +13	+30%	+$542	﹤0.01%	1113
2018 Q1	$2K	Hold	43	–	–	﹤0.01%	1056
2017 Q4	$2K	Hold	43	–	–	﹤0.01%	1017
2017 Q3	$2K	Hold	43	–	–	﹤0.01%	1012
2017 Q2	$2K	Hold	43	–	–	﹤0.01%	1019
2017 Q1	$2K	Hold	43	–	–	﹤0.01%	999
2016 Q4	$2K	Hold	43	–	–	﹤0.01%	987
2016 Q3	$2K	Hold	43	–	–	﹤0.01%	974
2016 Q2	$1K	Hold	43	–	–	﹤0.01%	1020
2016 Q1	$1K	Buy	43 +11	+34%	+$323	﹤0.01%	1004
2015 Q4	$1K	Sell	32 -13	-29%	-$448	﹤0.01%	1022
2015 Q3	$1K	Buy	+45	New	+$1.55K	﹤0.01%	1023

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Parkside Financial Bank & Trust's UNM Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Unum (UNM) stake by 7.1% in Q1 2026, selling an estimated $6.05K and leaving 1,065 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #793.

Parkside Financial Bank & Trust first reported a position in UNM in Q3 2015 and has held it in 43 quarters since. The position peaked at $90.1K in Q1 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Parkside Financial Bank & Trust held 1,065 shares of Unum worth $77.8K as of Q1 2026.
Parkside Financial Bank & Trust sold 81 Unum shares in Q1 2026, an estimated $6.05K.
Unum made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #793 holding.
Parkside Financial Bank & Trust first reported a position in Unum in Q3 2015 and has held it in 43 quarters since.
Parkside Financial Bank & Trust's Unum position peaked at $90.1K in Q1 2025.
694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.