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Catalyst Financial Partners’s Unum UNM Stock Holding History

Catalyst Financial Partners’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 		$469K Buy
+5,251
New +$435K 0.05% 234

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Dimensional Fund Advisors
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Morgan Stanley
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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

Catalyst Financial Partners's UNM Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in Unum (UNM) in Q2 2026: 5,251 shares worth $469K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Catalyst Financial Partners held 5,251 shares of Unum worth $469K as of Q2 2026.
  • Unum was a new Catalyst Financial Partners position in Q2 2026.
  • Unum made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #234 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.