Capital Square
UNM icon

Capital Square’s Unum UNM Stock Holding History

Capital Square’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
Q3 		$292K Buy
3,333
+1
+0% +$91 0.13% 158
2026
Q2 		$292K Hold
3,332
– – 0.13% 174
2026
Q1 		$258K Buy
3,332
+1
+0% +$75 0.12% 183
2025
Q4 		$258K Buy
3,331
+2
+0.1% +$153 0.13% 171
2025
Q3 		$259K Buy
3,329
+1
+0% +$75 0.13% 157
2025
Q2 		$266K Hold
3,328
– – 0.14% 157
2025
Q1 		$271K Buy
3,328
+1
+0% +$77 0.16% 139
2024
Q4 		$250K Buy
+3,327
New +$229K 0.14% 148
2020
Q2 		– Sell
-3,688
Closed -$55K – 279
2020
Q1 		$55K Buy
+3,688
New +$88.7K 0.06% 195

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Capital Square's UNM Position: Q3 2026 in Review

Capital Square increased its Unum (UNM) stake by 0.03% in Q3 2026, buying an estimated $91 and bringing the position to 3,333 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #158.

Capital Square first reported a position in UNM in Q1 2020 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Capital Square held 3,333 shares of Unum worth $292K as of Q3 2026.
  • Capital Square bought 1 Unum share in Q3 2026, an estimated $91.
  • Unum made up 0.13% of Capital Square's portfolio in Q3 2026, its #158 holding.
  • Capital Square first reported a position in Unum in Q1 2020 and has held it in 9 quarters since.
  • 206 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.