AFC
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Ares Financial Consulting’s Unum UNM Stock Holding History

Ares Financial Consulting’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.4K Hold
418
– – 0.03% 278
2026
Q1 		$30.9K Buy
418
+292
+232% +$21.8K 0.02% 297
2025
Q4 		$9.77K Buy
+126
New +$9.64K 0.01% 366

Other funds holding UNM

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ares Financial Consulting's UNM Position: Q2 2026 in Review

Ares Financial Consulting held its Unum (UNM) position steady in Q2 2026 at 418 shares worth $37.4K. The position accounts for 0.03% of the portfolio, ranked #278.

Ares Financial Consulting first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ares Financial Consulting held 418 shares of Unum worth $37.4K as of Q2 2026.
  • Ares Financial Consulting left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #278 holding.
  • Ares Financial Consulting first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.