Seneschal Advisors’s Unum UNM Stock Holding History

Seneschal 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	$220	Hold	3	–	–	﹤0.01%	526
2025 Q4	$233	Hold	3	–	–	﹤0.01%	511
2025 Q3	$234	Buy	+3	New	+$225	﹤0.01%	518

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

Seneschal Advisors's UNM Position: Q1 2026 in Review

Seneschal Advisors held its Unum (UNM) position steady in Q1 2026 at 3 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Seneschal Advisors first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $234 in Q3 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Seneschal Advisors held 3 shares of Unum worth $220 as of Q1 2026.
Seneschal Advisors left its Unum share count unchanged in Q1 2026.
Unum made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #526 holding.
Seneschal Advisors first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
Seneschal Advisors's Unum position peaked at $234 in Q3 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.