BFS
UNM icon

Bare Financial Services’s Unum UNM Stock Holding History

Bare Financial Services’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 		$3.31K Buy
37
+28
+311% +$2.32K ﹤0.01% 1001
2026
Q1 		$657 Sell
9
-29
-76% -$2.17K ﹤0.01% 1406
2025
Q4 		$2.94K Buy
+38
New +$2.91K ﹤0.01% 730
2025
Q2 		– Sell
-11
Closed -$896 – 1306
2025
Q1 		$896 Buy
+11
New +$848 ﹤0.01% 569

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 $3.37T AUM 44.26% 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

Bare Financial Services's UNM Position: Q2 2026 in Review

Bare Financial Services increased its Unum (UNM) stake by 311% in Q2 2026, buying an estimated $2.32K and bringing the position to 37 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Bare Financial Services first reported a position in UNM in Q1 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bare Financial Services held 37 shares of Unum worth $3.31K as of Q2 2026.
  • Bare Financial Services bought 28 Unum shares in Q2 2026, an estimated $2.32K.
  • Unum made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1001 holding.
  • Bare Financial Services first reported a position in Unum in Q1 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.