Centurion Wealth Management
UNM icon

Centurion Wealth Management’s Unum UNM Stock Holding History

Centurion Wealth Management’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 		$332K Buy
3,788
+38
+1% +$3.45K 0.08% 206
2026
Q2 		$335K Hold
3,750
– – 0.08% 208
2026
Q1 		$274K Hold
3,750
– – 0.06% 251
2025
Q4 		$291K Hold
3,750
– – 0.06% 243
2025
Q3 		$292K Buy
+3,750
New +$281K 0.07% 228

Other funds holding UNM

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
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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Centurion Wealth Management's UNM Position: Q3 2026 in Review

Centurion Wealth Management increased its Unum (UNM) stake by 1% in Q3 2026, buying an estimated $3.45K and bringing the position to 3,788 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #206.

Centurion Wealth Management first reported a position in UNM in Q3 2025 and has held it in 5 quarters since. The position peaked at $335K in Q2 2026. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Centurion Wealth Management held 3,788 shares of Unum worth $332K as of Q3 2026.
  • Centurion Wealth Management bought 38 Unum shares in Q3 2026, an estimated $3.45K.
  • Unum made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #206 holding.
  • Centurion Wealth Management first reported a position in Unum in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Unum position peaked at $335K in Q2 2026.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.