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WhitTier Trust Company’s Unum UNM Stock Holding History

WhitTier Trust Company’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 		$105K Hold
1,172
– – ﹤0.01% 595
2026
Q1 		$88.9K Hold
1,172
– – ﹤0.01% 617
2025
Q4 		$92.2K Hold
1,172
– – ﹤0.01% 597
2025
Q3 		$93.1K Hold
1,172
– – ﹤0.01% 570
2025
Q2 		$94.7K Hold
1,172
– – ﹤0.01% 640
2025
Q1 		$95.5K Hold
1,172
– – ﹤0.01% 630
2024
Q4 		$85.6K Sell
1,172
-120
-9% -$8.27K ﹤0.01% 639
2024
Q3 		$76.8K Hold
1,292
– – ﹤0.01% 656
2024
Q2 		$66K Hold
1,292
– – ﹤0.01% 638
2024
Q1 		$69.3K Hold
1,292
– – ﹤0.01% 627
2023
Q4 		$58.4K Hold
1,292
– – ﹤0.01% 656
2023
Q3 		$63.5K Sell
1,292
-15
-1% -$733 ﹤0.01% 604
2023
Q2 		$62.3K Hold
1,307
– – ﹤0.01% 632
2023
Q1 		$51.7K Sell
1,307
-236
-15% -$9.75K ﹤0.01% 656
2022
Q4 		$63.3K Buy
1,543
+1,292
+515% +$54.1K ﹤0.01% 628
2022
Q3 		$10K Sell
251
-20
-7% -$731 ﹤0.01% 917
2022
Q2 		$9K Buy
271
+8
+3% +$271 ﹤0.01% 941
2022
Q1 		$8K Hold
263
– – ﹤0.01% 970
2021
Q4 		$6K Buy
263
+175
+199% +$4.48K ﹤0.01% 965
2021
Q3 		$2K Buy
+88
New +$2.33K ﹤0.01% 1080
2020
Q2 		– Sell
-340
Closed -$5K – 993
2020
Q1 		$5K Hold
340
– – ﹤0.01% 871
2019
Q4 		$10K Hold
340
– – ﹤0.01% 845
2019
Q3 		$10K Hold
340
– – ﹤0.01% 825
2019
Q2 		$11K Hold
340
– – ﹤0.01% 811
2019
Q1 		$11K Hold
340
– – ﹤0.01% 818
2018
Q4 		$10K Buy
+340
New +$11.9K ﹤0.01% 847

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WhitTier Trust Company's UNM Position: Q2 2026 in Review

WhitTier Trust Company held its Unum (UNM) position steady in Q2 2026 at 1,172 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

WhitTier Trust Company first reported a position in UNM in Q4 2018 and has held it in 26 quarters since. 304 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • WhitTier Trust Company held 1,172 shares of Unum worth $105K as of Q2 2026.
  • WhitTier Trust Company left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #595 holding.
  • WhitTier Trust Company first reported a position in Unum in Q4 2018 and has held it in 26 quarters since.
  • 304 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.