Prime Capital Investment Advisors’s Unum UNM Stock Holding History

Prime Capital Investment 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	$285K	Buy	3,191 +7	+0.2%	+$580	﹤0.01%	883
2026 Q1	$233K	Buy	3,184 +186	+6%	+$13.9K	﹤0.01%	931
2025 Q4	$232K	Buy	+2,998	New	+$229K	﹤0.01%	912
2025 Q2	–	Sell	-3,247	Closed	-$265K	–	1115
2025 Q1	$265K	Buy	+3,247	New	+$250K	﹤0.01%	878
2021 Q2	–	Sell	-102	Closed	-$3K	–	535
2021 Q1	$3K	Buy	102 +1	+1%	+$26	﹤0.01%	441
2020 Q4	$2K	Buy	+101	New	+$2.09K	﹤0.01%	442
2019 Q4	–	Sell	-370	Closed	-$11K	–	647
2019 Q3	$11K	Buy	+370	New	+$11K	﹤0.01%	506
2019 Q1	–	Sell	-837	Closed	-$25K	–	459
2018 Q4	$25K	Buy	+837	New	+$29.3K	0.01%	196

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prime Capital Investment Advisors's UNM Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Unum (UNM) stake by 0.22% in Q2 2026, buying an estimated $580 and bringing the position to 3,191 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Prime Capital Investment Advisors first reported a position in UNM in Q4 2018 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Prime Capital Investment Advisors held 3,191 shares of Unum worth $285K as of Q2 2026.
Prime Capital Investment Advisors bought 7 Unum shares in Q2 2026, an estimated $580.
Unum made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #883 holding.
Prime Capital Investment Advisors first reported a position in Unum in Q4 2018 and has held it in 8 quarters since.
519 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.