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 $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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s UNM Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Unum (UNM) stake by 379% in Q2 2026, buying an estimated $16.1M and bringing the position to 246,034 shares worth $22M. The position accounts for 0.1% of the portfolio, ranked #284.

Capital Fund Management (CFM) first reported a position in UNM in Q2 2013 and has held it in 32 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capital Fund Management (CFM) held 246,034 shares of Unum worth $22M as of Q2 2026.
  • Capital Fund Management (CFM) bought 194,704 Unum shares in Q2 2026, an estimated $16.1M.
  • Unum made up 0.1% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #284 holding.
  • Capital Fund Management (CFM) first reported a position in Unum in Q2 2013 and has held it in 32 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.