BFG
UNM icon

Beacon Financial Group’s Unum UNM Stock Holding History

Beacon Financial Group’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 		$242K Buy
+2,707
New +$224K 0.02% 344
2026
Q1 		– Sell
-2,706
Closed -$210K – 365
2025
Q4 		$210K Sell
2,706
-544
-17% -$41.6K 0.02% 334
2025
Q3 		$253K Sell
3,250
-967
-23% -$72.5K 0.02% 313
2025
Q2 		$341K Sell
4,217
-60
-1% -$4.74K 0.04% 275
2025
Q1 		$348K Sell
4,277
-60
-1% -$4.63K 0.04% 262
2024
Q4 		$317K Buy
4,337
+8
+0.2% +$552 0.03% 273
2024
Q3 		$257K Buy
4,329
+9
+0.2% +$489 0.03% 295
2024
Q2 		$221K Sell
4,320
-1,365
-24% -$70.6K 0.03% 305
2024
Q1 		$305K Sell
5,685
-446
-7% -$21.7K 0.04% 269
2023
Q4 		$277K Buy
+6,131
New +$279K 0.03% 272

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

Beacon Financial Group's UNM Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Unum (UNM) in Q2 2026: 2,707 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in UNM as recently as Q4 2025.

Beacon Financial Group first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $348K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Beacon Financial Group held 2,707 shares of Unum worth $242K as of Q2 2026.
  • Unum was a new Beacon Financial Group position in Q2 2026.
  • Unum made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #344 holding.
  • Beacon Financial Group first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • Beacon Financial Group's Unum position peaked at $348K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.