FIDELIS CAPITAL PARTNERS, LLC

Position in UNM — Unum Group

CIK 1962755 TAMPA, FL

Position in UNM

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

Position Value

$290,371

+$56,237 QoQ

Shares Held

3,248

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#497

of 754 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,602,096 across 5 Insurance - Life names. UNM ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	7,176	$841,386
2	MET	Metlife Inc	8,102	$685,510
3	MFC	Manulife Financial Corp	13,110	$531,086
4	UNM	Unum Group This page	3,248	$290,371
5	PRU	Prudential Financial Inc	2,351	$253,743

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,371	3,248	+1.3%	Shares	Sole	2026-08-13
2026-03-31	$234,134	3,206	+2.7%	Shares	Sole	2026-05-06
2025-12-31	$241,955	3,122	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$239,329	3,077	-0.4%	Shares	Sole	2025-11-03
2025-06-30	$249,548	3,090	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$250,245	3,072	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$223,983	3,067	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.