Bank of Montreal
UNM icon

Bank of Montreal’s Unum UNM Stock Holding History

Bank of Montreal’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
2019
Q1 		– Sell
-63,600
Closed -$1.87M – 4764
2018
Q4 		$1.87M Buy
+63,600
New +$2.23M ﹤0.01% 1558
2014
Q2 		– Sell
-78,200
Closed -$2.76M – 4833
2014
Q1 		$2.76M Sell
78,200
-10,800
-12% -$369K ﹤0.01% 1188
2013
Q4 		$3.12M Buy
+89,000
New +$2.91M ﹤0.01% 999

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of Montreal's UNM Position: Q2 2026 in Review

Bank of Montreal reduced its Unum (UNM) stake by 0.18% in Q2 2026, selling an estimated $5.72K and leaving 37,677 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Bank of Montreal first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $216M in Q4 2017. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bank of Montreal held 37,677 shares of Unum worth $3.37M as of Q2 2026.
  • Bank of Montreal sold 69 Unum shares in Q2 2026, an estimated $5.72K.
  • Unum made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1516 holding.
  • Bank of Montreal first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Unum position peaked at $216M in Q4 2017.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.