Bank of Montreal’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.76M | Buy |
37,746
+183
| +0.5% | +$13.7K | ﹤0.01% | 1540 |
|
|
2025
Q4 | $2.91M | Sell |
37,563
-952
| -2% | -$72.8K | ﹤0.01% | 1524 |
|
|
2025
Q3 | $3M | Sell |
38,515
-2,671
| -6% | -$200K | ﹤0.01% | 1502 |
|
|
2025
Q2 | $3.33M | Sell |
41,186
-4,796
| -10% | -$379K | ﹤0.01% | 1411 |
|
|
2025
Q1 | $3.75M | Buy |
45,982
+334
| +0.7% | +$25.7K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $3.33M | Buy |
45,648
+1,568
| +4% | +$108K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $2.59M | Sell |
44,080
-4,084
| -8% | -$222K | ﹤0.01% | 1585 |
|
|
2024
Q2 | $2.46M | Sell |
48,164
-157,894
| -77% | -$8.17M | ﹤0.01% | 1568 |
|
|
2024
Q1 | $11.1M | Buy |
206,058
+144,486
| +235% | +$7.04M | ﹤0.01% | 937 |
|
|
2023
Q4 | $2.79M | Sell |
61,572
-26,030
| -30% | -$1.19M | ﹤0.01% | 1532 |
|
|
2023
Q3 | $4.27M | Buy |
87,602
+26,283
| +43% | +$1.28M | ﹤0.01% | 1343 |
|
|
2023
Q2 | $2.93M | Sell |
61,319
-575,397
| -90% | -$25.1M | ﹤0.01% | 1606 |
|
|
2023
Q1 | $27.9M | Buy |
636,716
+529,434
| +493% | +$21.9M | 0.01% | 559 |
|
|
2022
Q4 | $4.41M | Sell |
107,282
-15,472
| -13% | -$648K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $4.84K | Buy |
122,754
+30,926
| +34% | +$1.13M | ﹤0.01% | 1372 |
|
|
2022
Q2 | $3.22K | Buy |
91,828
+15,210
| +20% | +$515K | ﹤0.01% | 1650 |
|
|
2022
Q1 | $2.42M | Buy |
76,618
+29,166
| +61% | +$815K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $1.17M | Sell |
47,452
-221,322
| -82% | -$5.67M | ﹤0.01% | 1845 |
|
|
2021
Q3 | $6.74M | Buy |
268,774
+24,084
| +10% | +$638K | ﹤0.01% | 1486 |
|
|
2021
Q2 | $7.48M | Buy |
244,690
+43,183
| +21% | +$1.27M | ﹤0.01% | 1414 |
|
|
2021
Q1 | $5.49M | Sell |
201,507
-42,786
| -18% | -$1.11M | ﹤0.01% | 1299 |
|
|
2020
Q4 | $5.75M | Sell |
244,293
-155,875
| -39% | -$3.22M | ﹤0.01% | 1312 |
|
|
2020
Q3 | $7.29M | Buy |
400,168
+104,689
| +35% | +$1.86M | 0.01% | 997 |
|
|
2020
Q2 | $4.57M | Buy |
295,479
+166,921
| +130% | +$2.63M | ﹤0.01% | 1209 |
|
|
2020
Q1 | $1.67M | Sell |
128,558
-205,808
| -62% | -$4.95M | ﹤0.01% | 1504 |
|
|
2019
Q4 | $9.75M | Sell |
334,366
-448,416
| -57% | -$13M | 0.01% | 996 |
|
|
2019
Q3 | $23.3M | Sell |
782,782
-1,415,540
| -64% | -$42M | 0.02% | 576 |
|
|
2019
Q2 | $73.8M | Sell |
2,198,322
-957,789
| -30% | -$33.2M | 0.06% | 269 |
|
|
2019
Q1 | $107M | Buy |
3,156,111
+49,541
| +2% | +$1.72M | 0.09% | 195 |
|
|
2018
Q4 | $91.3M | Sell |
3,106,570
-559,179
| -15% | -$19.6M | 0.09% | 204 |
|
|
2018
Q3 | $143M | Sell |
3,665,749
-462,221
| -11% | -$17.2M | 0.11% | 176 |
|
|
2018
Q2 | $153M | Buy |
4,127,970
+213,477
| +5% | +$8.91M | 0.13% | 155 |
|
|
2018
Q1 | $186M | Sell |
3,914,493
-28,619
| -0.7% | -$1.5M | 0.17% | 127 |
|
|
2017
Q4 | $216M | Sell |
3,943,112
-4,050
| -0.1% | -$217K | 0.19% | 116 |
|
|
2017
Q3 | $202M | Buy |
3,947,162
+625,640
| +19% | +$30.5M | 0.18% | 109 |
|
|
2017
Q2 | $155M | Sell |
3,321,522
-272,638
| -8% | -$12.5M | 0.15% | 138 |
|
|
2017
Q1 | $169M | Buy |
3,594,160
+974,090
| +37% | +$45.6M | 0.16% | 129 |
|
|
2016
Q4 | $111M | Buy |
2,620,070
+392,378
| +18% | +$15.7M | 0.12% | 165 |
|
|
2016
Q3 | $78.7M | Buy |
2,227,692
+445,000
| +25% | +$15.1M | 0.09% | 198 |
|
|
2016
Q2 | $56.7M | Buy |
1,782,692
+1,558,552
| +695% | +$52.7M | 0.06% | 254 |
|
|
2016
Q1 | $6.93M | Buy |
224,140
+103,862
| +86% | +$3.05M | 0.01% | 903 |
|
|
2015
Q4 | $4M | Sell |
120,278
-17,421
| -13% | -$601K | ﹤0.01% | 1084 |
|
|
2015
Q3 | $4.42M | Sell |
137,699
-5,871
| -4% | -$202K | 0.01% | 1001 |
|
|
2015
Q2 | $5.13M | Sell |
143,570
-63,677
| -31% | -$2.23M | 0.01% | 1057 |
|
|
2015
Q1 | $6.99M | Sell |
207,247
-2,152,033
| -91% | -$71.4M | 0.01% | 939 |
|
|
2014
Q4 | $82.3M | Sell |
2,359,280
-932,026
| -28% | -$31.5M | 0.09% | 188 |
|
|
2014
Q3 | $113M | Sell |
3,291,306
-158,070
| -5% | -$5.56M | 0.13% | 147 |
|
|
2014
Q2 | $120M | Sell |
3,449,376
-279,182
| -7% | -$9.53M | 0.13% | 143 |
|
|
2014
Q1 | $132M | Sell |
3,728,558
-1,119,873
| -23% | -$38.2M | 0.17% | 116 |
|
|
2013
Q4 | $170M | Buy |
4,848,431
+139,844
| +3% | +$4.58M | 0.23% | 90 |
|
|
2013
Q3 | $143M | Buy |
4,708,587
+359,207
| +8% | +$11M | 0.22% | 93 |
|
|
2013
Q2 | $128M | Buy |
+4,349,380
| New | +$121M | 0.23% | 92 |
|
Other funds holding UNM
VPM
VCM
Bank of Montreal's UNM Position: Q1 2026 in Review
Bank of Montreal increased its Unum (UNM) stake by 0.49% in Q1 2026, buying an estimated $13.7K and bringing the position to 37,746 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.
Bank of Montreal first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $216M in Q4 2017. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Bank of Montreal held 37,746 shares of Unum worth $2.76M as of Q1 2026.
- Bank of Montreal bought 183 Unum shares in Q1 2026, an estimated $13.7K.
- Unum made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1540 holding.
- Bank of Montreal first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Unum position peaked at $216M in Q4 2017.
- 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.