Capital Fund Management (CFM)
UNM icon

Capital Fund Management (CFM)’s Unum UNM Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-10,100
Closed -$816K – 2697
2025
Q2 		$816K Buy
+10,100
New +$798K ﹤0.01% 2066
2023
Q4 		– Sell
-11,400
Closed -$561K – 2305
2023
Q3 		$561K Buy
+11,400
New +$557K ﹤0.01% 1773
2023
Q1 		– Sell
-16,000
Closed -$656K – 1738
2022
Q4 		$656K Buy
+16,000
New +$670K ﹤0.01% 1222
2018
Q3 		– Sell
-14,700
Closed -$544K – 2289
2018
Q2 		$544K Buy
+14,700
New +$613K ﹤0.01% 1562

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Fund Management (CFM)'s UNM Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Unum (UNM) stake by 83% in Q1 2026, buying an estimated $1.74M and bringing the position to 51,330 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #1041.

Capital Fund Management (CFM) first reported a position in UNM in Q2 2013 and has held it in 31 quarters since. The position peaked at $10.6M in Q2 2019. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Capital Fund Management (CFM) held 51,330 shares of Unum worth $3.75M as of Q1 2026.
  • Capital Fund Management (CFM) bought 23,278 Unum shares in Q1 2026, an estimated $1.74M.
  • Unum made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1041 holding.
  • Capital Fund Management (CFM) first reported a position in Unum in Q2 2013 and has held it in 31 quarters since.
  • Capital Fund Management (CFM)'s Unum position peaked at $10.6M in Q2 2019.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.