Coston, McIsaac & Partners

Position in UNM — Unum Group

CIK 1945037 BAR HARBOR, ME

Position in UNM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,025

+$3,667 QoQ

Shares Held

224

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#652

of 754 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coston, McIsaac & Partners holds $82,172 across 7 Insurance - Life names. UNM ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	265	$28,601
2	MET	Metlife Inc	287	$24,283
3	UNM	Unum Group This page	224	$20,025
4	AFL	Aflac Inc	46	$5,393
5	MFC	Manulife Financial Corp	79	$3,200
6	BHF	Brighthouse Financial, Inc.	8	$506
7	SFGYY	Sony Financial Group Inc./ADR	38	$164

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,025	224	0.0%	Shares	Sole	2026-08-12
2026-03-31	$16,358	224	0.0%	Shares	Sole	2026-04-22
2025-12-31	$17,360	224	0.0%	Shares	Sole	2026-02-03
2025-09-30	$17,422	224	0.0%	Shares	Sole	2025-11-05
2025-06-30	$18,090	224	0.0%	Shares	Sole	2025-08-12
2025-03-31	$18,247	224	0.0%	Shares	Sole	2025-05-13
2024-12-31	$16,358	224	0.0%	Shares	Sole	2025-01-23
2024-09-30	$13,314	224	0.0%	Shares	Sole	2024-10-22
2024-06-30	$11,448	224	0.0%	Shares	Sole	2024-07-31
2024-03-31	$12,019	224	0.0%	Shares	Sole	2024-04-17
2023-12-31	$10,129	224	0.0%	Shares	Sole	2024-01-23
2023-09-30	$11,018	224	0.0%	Shares	Sole	2023-11-14
2023-06-30	$10,684	224	-15.5%	Shares	Sole	2023-08-01
2023-03-31	$10,483	265	+55.9%	Shares	Sole	2023-04-19
2022-12-31	$6	170	-25.1%	Shares	Sole	2023-02-09
2022-09-30	$8,807	227	0.0%	Shares	Sole	2022-10-31
2022-06-30	$7,722	227	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.