BCM
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BTC Capital Management’s Unum UNM Stock Holding History

BTC Capital Management’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 		$9.09M Buy
101,711
+1,525
+2% +$126K 0.55% 51
2026
Q1 		$7.32M Buy
100,186
+14,771
+17% +$1.1M 0.5% 61
2025
Q4 		$6.61M Buy
85,415
+4,435
+5% +$339K 0.46% 63
2025
Q3 		$6.3M Buy
80,980
+9,144
+13% +$685K 0.43% 67
2025
Q2 		$5.73M Buy
71,836
+3,399
+5% +$268K 0.47% 65
2025
Q1 		$5.58M Buy
68,437
+11,416
+20% +$880K 0.51% 63
2024
Q4 		$4.16M Sell
57,021
-19,576
-26% -$1.35M 0.39% 71
2024
Q3 		$4.55M Sell
76,597
-2,522
-3% -$137K 0.4% 75
2024
Q2 		$4.04M Sell
79,119
-16,991
-18% -$879K 0.38% 77
2024
Q1 		$5.16M Buy
+96,110
New +$4.69M 0.47% 75
2023
Q3 		$4.03M Sell
81,879
-12,239
-13% -$598K 0.46% 74
2023
Q2 		$4.58M Buy
+94,118
New +$4.11M 0.5% 70

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTC Capital Management's UNM Position: Q2 2026 in Review

BTC Capital Management increased its Unum (UNM) stake by 1.5% in Q2 2026, buying an estimated $126K and bringing the position to 101,711 shares worth $9.09M. The position accounts for 0.55% of the portfolio, ranked #51.

BTC Capital Management first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. 307 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • BTC Capital Management held 101,711 shares of Unum worth $9.09M as of Q2 2026.
  • BTC Capital Management bought 1,525 Unum shares in Q2 2026, an estimated $126K.
  • Unum made up 0.55% of BTC Capital Management's portfolio in Q2 2026, its #51 holding.
  • BTC Capital Management first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
  • 307 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.