BFG
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Bleakley Financial Group’s Unum UNM Stock Holding History

Bleakley 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 		$1.73M Buy
+19,372
New +$1.61M 0.02% 505
2025
Q1 		– Sell
-7,044
Closed -$514K – 974
2024
Q4 		$514K Buy
7,044
+235
+3% +$16.2K 0.02% 613
2024
Q3 		$405K Buy
6,809
+502
+8% +$27.3K 0.01% 662
2024
Q2 		$322K Buy
6,307
+662
+12% +$34.3K 0.01% 732
2024
Q1 		$303K Buy
5,645
+283
+5% +$13.8K 0.01% 756
2023
Q4 		$242K Sell
5,362
-594
-10% -$27.1K 0.01% 796
2023
Q3 		$293K Sell
5,956
-1,148
-16% -$56.1K 0.01% 690
2023
Q2 		$339K Buy
7,104
+715
+11% +$31.2K 0.01% 685
2023
Q1 		$253K Buy
6,389
+393
+7% +$16.2K 0.01% 756
2022
Q4 		$246K Buy
+5,996
New +$251K 0.01% 751

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

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

Bleakley Financial Group opened a new position in Unum (UNM) in Q2 2026: 19,372 shares worth $1.73M. The stake represents 0.02% of the portfolio and ranks #505 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in UNM as recently as Q4 2024.

Bleakley Financial Group first reported a position in UNM in Q4 2022 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bleakley Financial Group held 19,372 shares of Unum worth $1.73M as of Q2 2026.
  • Unum was a new Bleakley Financial Group position in Q2 2026.
  • Unum made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #505 holding.
  • Bleakley Financial Group first reported a position in Unum in Q4 2022 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.