Bayforest Capital’s Unum UNM Stock Holding History

Bayforest Capital’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
2025 Q4	–	Sell	-3,422	Closed	-$266K	–	971
2025 Q3	$266K	Buy	+3,422	New	+$256K	0.13%	325

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayforest Capital's UNM Position: Q4 2025 in Review

Bayforest Capital sold out of Unum (UNM) in Q4 2025, closing a stake of 3,422 shares — an estimated $266K sold.

Bayforest Capital first reported a position in UNM in Q3 2025 and held it in 1 quarter. The position peaked at $266K in Q3 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Bayforest Capital reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Bayforest Capital sold 3,422 Unum shares in Q4 2025, an estimated $266K.
Bayforest Capital first reported a position in Unum in Q3 2025 and held it in 1 quarter.
Bayforest Capital's Unum position peaked at $266K in Q3 2025.
700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.