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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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.