FIRST CITIZENS BANK & TRUST CO

Bank

Position in UNM — Unum Group

CIK 1092203 RALEIGH, NC

Position in UNM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,837,170

+$360,139 QoQ

Shares Held

20,550

+1.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#257

of 754 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $3,751,060 across 4 Insurance - Life names. UNM ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	20,550	$1,837,170
2	PRI	Primerica, Inc.	4,947	$1,405,937
3	JXN	Jackson Financial Inc.	2,815	$288,227
4	MFC	Manulife Financial Corp	5,424	$219,726

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,837,170	20,550	+1.6%	Shares	Sole	2026-07-13
2026-03-31	$1,477,031	20,225	-4.3%	Shares	Sole	2026-05-13
2025-12-31	$1,638,350	21,140	+0.8%	Shares	Sole	2026-02-18
2025-09-30	$1,631,435	20,975	+4.0%	Shares	Sole	2025-10-31
2025-06-30	$1,628,121	20,160	+200.2%	Shares	Sole	2025-07-30
2025-03-31	$547,085	6,716	+14.5%	Shares	Sole	2025-04-14
2024-12-31	$428,540	5,868	+12.5%	Shares	Sole	2025-01-21
2024-09-30	$310,098	5,217	+5.9%	Shares	Sole	2024-10-17
2024-06-30	$251,767	4,926	-59.6%	Shares	Sole	2024-07-19
2024-03-31	$653,632	12,181	+10.6%	Shares	Sole	2024-04-15
2023-12-31	$497,962	11,012	-1.4%	Shares	Sole	2024-01-22
2023-09-30	$549,353	11,168	-9.5%	Shares	Sole	2023-10-30
2023-06-30	$588,904	12,346	+29.7%	Shares	Sole	2023-08-15
2023-03-31	$376,611	9,520	0.0%	Shares	Sole	2023-05-11
2022-12-31	$390,605	9,520	0.0%	Shares	Sole	2023-01-24
2022-09-30	$369,376	9,520	0.0%	Shares	Sole	2022-10-20
2022-06-30	$323,870	9,520	0.0%	Shares	Sole	2022-07-26
2022-03-31	$299,975	9,520	-81.5%	Shares	Sole	2022-04-26
2021-09-30	$1,290,363	51,491	+0.6%	Shares	Sole	2021-10-15
2021-06-30	$1,453,568	51,182	-19.9%	Shares	Sole	2021-07-14
2021-03-31	$1,777,891	63,884	+81.5%	Shares	Sole	2021-04-14
2020-12-31	$807,396	35,196	-13.6%	Shares	Sole	2021-01-13
2020-09-30	$685,216	40,714	-6.1%	Shares	Sole	2020-10-15
2020-06-30	$719,640	43,378	+32.5%	Shares	Sole	2020-07-15
2020-03-31	$491,352	32,735	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.