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Binnacle Investments’s Unum UNM Stock Holding History

Binnacle Investments’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
Q3 		$18.8K Buy
242
+34
+16% +$2.55K 0.01% 290
2025
Q2 		$16.8K Buy
208
+14
+7% +$1.11K 0.01% 260
2025
Q1 		$15.8K Buy
+194
New +$15K 0.01% 242

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Binnacle Investments's UNM Position: Q3 2025 in Review

Binnacle Investments increased its Unum (UNM) stake by 16% in Q3 2025, buying an estimated $2.55K and bringing the position to 242 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #290.

Binnacle Investments first reported a position in UNM in Q1 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Binnacle Investments held 242 shares of Unum worth $18.8K as of Q3 2025.
  • Binnacle Investments bought 34 Unum shares in Q3 2025, an estimated $2.55K.
  • Unum made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #290 holding.
  • Binnacle Investments first reported a position in Unum in Q1 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.