PCM
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Prana Capital Management’s Unum UNM Stock Holding History

Prana Capital Management’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 		$1.68M Buy
+22,941
New +$1.71M 0.05% 101
2025
Q2 		– Sell
-108,444
Closed -$8.83M – 132
2025
Q1 		$8.83M Buy
108,444
+89,419
+470% +$6.89M 0.36% 58
2024
Q4 		$1.39M Sell
19,025
-189,041
-91% -$13M 0.07% 83
2024
Q3 		$12.4M Sell
208,066
-121,525
-37% -$6.6M 0.57% 43
2024
Q2 		$16.8M Sell
329,591
-258,873
-44% -$13.4M 0.8% 40
2024
Q1 		$31.6M Buy
588,464
+104,854
+22% +$5.11M 1.42% 28
2023
Q4 		$21.9M Buy
483,610
+95,747
+25% +$4.36M 1.29% 28
2023
Q3 		$19.1M Buy
387,863
+57,127
+17% +$2.79M 1.22% 32
2023
Q2 		$15.8M Buy
330,736
+110,625
+50% +$4.83M 1.05% 29
2023
Q1 		$8.71M Buy
220,111
+160,468
+269% +$6.63M 0.73% 36
2022
Q4 		$2.45M Sell
59,643
-4,240
-7% -$178K 0.19% 64
2022
Q3 		$2.48M Sell
63,883
-13,184
-17% -$482K 0.17% 63
2022
Q2 		$2.62M Sell
77,067
-459,540
-86% -$15.6M 0.2% 65
2022
Q1 		$16.9M Buy
536,607
+233,031
+77% +$6.51M 1.35% 26
2021
Q4 		$7.46M Sell
303,576
-235,873
-44% -$6.04M 0.59% 46
2021
Q3 		$13.5M Sell
539,449
-423,395
-44% -$11.2M 1.19% 31
2021
Q2 		$27.3M Buy
962,844
+686,867
+249% +$20.2M 1.86% 18
2021
Q1 		$7.68M Buy
275,977
+196,451
+247% +$5.1M 0.63% 43
2020
Q4 		$1.82M Buy
+79,526
New +$1.64M 0.24% 49
2018
Q3 		– Sell
-78,300
Closed -$2.9M – 51
2018
Q2 		$2.9M Buy
+78,300
New +$3.27M 0.77% 34
2018
Q1 		– Sell
-155,752
Closed -$8.51M – 55
2017
Q4 		$8.51M Buy
+155,752
New +$8.36M 2.9% 12

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

Prana Capital Management's UNM Position: Q1 2026 in Review

Prana Capital Management opened a new position in Unum (UNM) in Q1 2026: 22,941 shares worth $1.68M. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in UNM as recently as Q1 2025.

Prana Capital Management first reported a position in UNM in Q4 2017 and has held it in 21 quarters since. The position peaked at $31.6M in Q1 2024. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Prana Capital Management held 22,941 shares of Unum worth $1.68M as of Q1 2026.
  • Unum was a new Prana Capital Management position in Q1 2026.
  • Unum made up 0.05% of Prana Capital Management's portfolio in Q1 2026, its #101 holding.
  • Prana Capital Management first reported a position in Unum in Q4 2017 and has held it in 21 quarters since.
  • Prana Capital Management's Unum position peaked at $31.6M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.