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Pinnacle Wealth Planning Services’s Unum UNM Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.3K Buy
524
+54
+11% +$4.03K ﹤0.01% 1349
2025
Q4 		$36.4K Buy
+470
New +$35.9K ﹤0.01% 1405
2021
Q1 		– Sell
-669
Closed -$15K – 1855
2020
Q4 		$15K Buy
+669
New +$13.8K ﹤0.01% 1269

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

Pinnacle Wealth Planning Services's UNM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Unum (UNM) stake by 11% in Q1 2026, buying an estimated $4.03K and bringing the position to 524 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Pinnacle Wealth Planning Services first reported a position in UNM in Q4 2020 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 524 shares of Unum worth $38.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 54 Unum shares in Q1 2026, an estimated $4.03K.
  • Unum made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1349 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unum in Q4 2020 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.