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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Square's UNM Position: Q1 2026 in Review

Capital Square increased its Unum (UNM) stake by 0.03% in Q1 2026, buying an estimated $75 and bringing the position to 3,332 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #183.

Capital Square first reported a position in UNM in Q1 2020 and has held it in 7 quarters since. The position peaked at $271K in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Capital Square held 3,332 shares of Unum worth $258K as of Q1 2026.
Capital Square bought 1 Unum share in Q1 2026, an estimated $75.
Unum made up 0.12% of Capital Square's portfolio in Q1 2026, its #183 holding.
Capital Square first reported a position in Unum in Q1 2020 and has held it in 7 quarters since.
Capital Square's Unum position peaked at $271K in Q1 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.