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Bay Colony Advisors’s Unum UNM Stock Holding History

Bay Colony Advisors’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 		$603K Buy
6,740
+7
+0.1% +$580 0.07% 233
2026
Q1 		$492K Buy
6,733
+236
+4% +$17.6K 0.06% 262
2025
Q4 		$504K Sell
6,497
-119
-2% -$9.1K 0.06% 280
2025
Q3 		$515K Buy
6,616
+73
+1% +$5.47K 0.06% 287
2025
Q2 		$528K Sell
6,543
-1,142
-15% -$90.2K 0.07% 234
2025
Q1 		$615K Sell
7,685
-67
-0.9% -$5.17K 0.09% 207
2024
Q4 		$566K Buy
7,752
+1,242
+19% +$85.6K 0.08% 224
2024
Q3 		$387K Buy
6,510
+611
+10% +$33.2K 0.06% 274
2024
Q2 		$301K Buy
5,899
+937
+19% +$48.5K 0.05% 291
2024
Q1 		$266K Buy
4,962
+110
+2% +$5.36K 0.05% 312
2023
Q4 		$219K Buy
4,852
+33
+0.7% +$1.5K 0.04% 335
2023
Q3 		$237K Buy
4,819
+39
+0.8% +$1.91K 0.06% 284
2023
Q2 		$228K Buy
+4,780
New +$209K 0.06% 287
2023
Q1 		– Sell
-5,223
Closed -$214K – 371
2022
Q4 		$214K Buy
+5,223
New +$219K 0.06% 317
2018
Q3 		– Sell
-148
Closed -$5K – 846
2018
Q2 		$5K Buy
+148
New +$6.17K ﹤0.01% 785

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

Bay Colony Advisors's UNM Position: Q2 2026 in Review

Bay Colony Advisors increased its Unum (UNM) stake by 0.1% in Q2 2026, buying an estimated $580 and bringing the position to 6,740 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #233.

Bay Colony Advisors first reported a position in UNM in Q2 2018 and has held it in 15 quarters since. The position peaked at $615K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bay Colony Advisors held 6,740 shares of Unum worth $603K as of Q2 2026.
  • Bay Colony Advisors bought 7 Unum shares in Q2 2026, an estimated $580.
  • Unum made up 0.07% of Bay Colony Advisors's portfolio in Q2 2026, its #233 holding.
  • Bay Colony Advisors first reported a position in Unum in Q2 2018 and has held it in 15 quarters since.
  • Bay Colony Advisors's Unum position peaked at $615K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.