Position in UNM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,432,931
+$401,529 QoQ
Shares Held
27,214
-2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#232
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Aviance Capital Partners, LLC holds $3,549,031 across 4 Insurance - Life names. UNM ranks #1 (68.6% of the industry book) .
All Filings in UNM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,931 | 27,214 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,031,402 | 27,816 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,327,170 | 30,028 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,353,545 | 30,259 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,516,158 | 31,156 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,617,798 | 32,136 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,019,863 | 41,351 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,227,870 | 37,481 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,858,870 | 36,370 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,055,070 | 38,298 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,628,598 | 36,015 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,830,802 | 37,219 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,822,330 | 38,204 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,499,996 | 37,917 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,533,619 | 37,378 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,372,666 | 35,378 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,632,415 | 47,984 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,461,370 | 46,378 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,179,826 | 48,019 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,434,033 | 57,224 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,699,399 | 59,838 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,694,568 | 60,890 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,316,090 | 57,371 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,133,904 | 67,374 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,130,027 | 68,115 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,166,397 | 77,708 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||