Back to UNMA
Concurrent Investment Advisors, LLC → UNMA
Concurrent Investment Advisors, LLC UNMA Position History
Unum Group 6.250% JR NT58 • Financial Services
Quarters held
9
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $2M |
| Q4 2025 | $8K |
| Q1 2026 | $58K |
| Q1 2026 | $1.8M |
| Q2 2026 | $28K |
| Q2 2026 | $2.3M |
| Q3 2026 | $64K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 27.0K | — | — |
| Q3 2026 | $64K | 724 | — | — |
| Q2 2026 | $2.3M | 25.6K | — | — |
| Q2 2026 | $28K | 315 | — | — |
| Q1 2026 | $1.8M | 24.9K | — | — |
| Q1 2026 | $58K | 791 | — | — |
| Q4 2025 | $8K | 97 | — | — |
| Q4 2025 | $2M | 25.2K | — | — |
| Q3 2025 | $2M | 25.6K | — | — |
Other funds holding UNMA
$1.6B
$1.5B
$1.4B
$1.3B
$626.5M
$624.2M
$594.2M
$480.5M