Bruce G. Allen Investments’s Unum UNM Stock Holding History

Bruce G. Allen 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
2026 Q2	$3.4K	Hold	38	–	–	﹤0.01%	612
2026 Q1	$2.77K	Sell	38 -26	-41%	-$1.94K	﹤0.01%	651
2025 Q4	$4.96K	Buy	64 +26	+68%	+$1.99K	﹤0.01%	565
2025 Q3	$2.96K	Hold	38	–	–	﹤0.01%	638
2025 Q2	$3.07K	Hold	38	–	–	﹤0.01%	635
2025 Q1	$3.1K	Sell	38 -2	-5%	-$154	﹤0.01%	630
2024 Q4	$2.92K	Sell	40 -2	-5%	-$138	﹤0.01%	651
2024 Q3	$2.5K	Hold	42	–	–	﹤0.01%	673
2024 Q2	$2.15K	Buy	42 +12	+40%	+$621	﹤0.01%	673
2024 Q1	$1.61K	Sell	30 -22	-42%	-$1.07K	﹤0.01%	728
2023 Q4	$2.35K	Buy	+52	New	+$2.37K	﹤0.01%	716

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

Bruce G. Allen Investments's UNM Position: Q2 2026 in Review

Bruce G. Allen Investments held its Unum (UNM) position steady in Q2 2026 at 38 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Bruce G. Allen Investments first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Bruce G. Allen Investments held 38 shares of Unum worth $3.4K as of Q2 2026.
Bruce G. Allen Investments left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #612 holding.
Bruce G. Allen Investments first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Unum position peaked at $4.96K in Q4 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.