UMB Bank’s Unum UNM Stock Holding History

UMB Bank’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	$226K	Sell	3,095 -971	-24%	-$72.5K	﹤0.01%	654
2025 Q4	$315K	Buy	4,066 +273	+7%	+$20.9K	﹤0.01%	572
2025 Q3	$295K	Sell	3,793 -223	-6%	-$16.7K	﹤0.01%	533
2025 Q2	$324K	Buy	4,016 +168	+4%	+$13.3K	0.01%	498
2025 Q1	$313K	Sell	3,848 -236	-6%	-$18.2K	0.01%	484
2024 Q4	$298K	Buy	4,084 +319	+8%	+$22K	﹤0.01%	490
2024 Q3	$224K	Buy	3,765 +377	+11%	+$20.5K	﹤0.01%	552
2024 Q2	$173K	Sell	3,388 -2,978	-47%	-$154K	﹤0.01%	588
2024 Q1	$342K	Buy	6,366 +51	+0.8%	+$2.49K	0.01%	469
2023 Q4	$286K	Sell	6,315 -39	-0.6%	-$1.78K	﹤0.01%	504
2023 Q3	$313K	Hold	6,354	–	–	0.01%	474
2023 Q2	$303K	Sell	6,354 -112	-2%	-$4.89K	﹤0.01%	494
2023 Q1	$256K	Hold	6,466	–	–	﹤0.01%	520
2022 Q4	$265K	Sell	6,466 -44	-0.7%	-$1.84K	﹤0.01%	523
2022 Q3	$253K	Hold	6,510	–	–	﹤0.01%	551
2022 Q2	$221K	Sell	6,510 -46	-0.7%	-$1.56K	﹤0.01%	606
2022 Q1	$207K	Sell	6,556 -160	-2%	-$4.47K	﹤0.01%	642
2021 Q4	$165K	Buy	+6,716	New	+$172K	﹤0.01%	702

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

UMB Bank's UNM Position: Q1 2026 in Review

UMB Bank reduced its Unum (UNM) stake by 24% in Q1 2026, selling an estimated $72.5K and leaving 3,095 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

UMB Bank first reported a position in UNM in Q4 2021 and has held it in 18 quarters since. The position peaked at $342K in Q1 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

UMB Bank held 3,095 shares of Unum worth $226K as of Q1 2026.
UMB Bank sold 971 Unum shares in Q1 2026, an estimated $72.5K.
Unum made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #654 holding.
UMB Bank first reported a position in Unum in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Unum position peaked at $342K in Q1 2024.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.