Benjamin Edwards Inc’s Unum UNM Stock Holding History

Benjamin Edwards Inc’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	$1.22M	Sell	13,661 -803	-6%	-$66.5K	0.01%	736
2026 Q1	$1.06M	Buy	14,464 +1,959	+16%	+$146K	0.01%	742
2025 Q4	$969K	Buy	12,505 +983	+9%	+$75.2K	0.01%	722
2025 Q3	$896K	Buy	11,522 +1,679	+17%	+$126K	0.01%	730
2025 Q2	$795K	Buy	9,843 +365	+4%	+$28.8K	0.01%	703
2025 Q1	$772K	Buy	9,478 +511	+6%	+$39.4K	0.01%	664
2024 Q4	$655K	Sell	8,967 -1,261	-12%	-$86.9K	0.01%	743
2024 Q3	$608K	Buy	+10,228	New	+$555K	0.01%	734

Other funds holding UNM

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Benjamin Edwards Inc's UNM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Unum (UNM) stake by 5.6% in Q2 2026, selling an estimated $66.5K and leaving 13,661 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #736.

Benjamin Edwards Inc first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Benjamin Edwards Inc held 13,661 shares of Unum worth $1.22M as of Q2 2026.
Benjamin Edwards Inc sold 803 Unum shares in Q2 2026, an estimated $66.5K.
Unum made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #736 holding.
Benjamin Edwards Inc first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.