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Citizens Financial Group’s Unum UNM Stock Holding History

Citizens Financial Group’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 		$493K Buy
+5,514
New +$457K 0.01% 662
2020
Q3 		– Sell
-1,251
Closed -$21K – 902
2020
Q2 		$21K Sell
1,251
-398
-24% -$6.28K ﹤0.01% 619
2020
Q1 		$25K Buy
1,649
+359
+28% +$8.64K ﹤0.01% 565
2019
Q4 		$38K Sell
1,290
-216
-14% -$6.28K ﹤0.01% 488
2019
Q3 		$45K Sell
1,506
-344
-19% -$10.2K ﹤0.01% 380
2019
Q2 		$62K Hold
1,850
– – ﹤0.01% 345
2019
Q1 		$63K Hold
1,850
– – ﹤0.01% 332
2018
Q4 		$54K Sell
1,850
-1,170
-39% -$40.9K ﹤0.01% 291
2018
Q3 		$118K Sell
3,020
-299
-9% -$11.2K 0.01% 252
2018
Q2 		$123K Sell
3,319
-829
-20% -$34.6K 0.01% 242
2018
Q1 		$197K Sell
4,148
-2,400
-37% -$125K 0.02% 220
2017
Q4 		$360K Sell
6,548
-272
-4% -$14.6K 0.03% 181
2017
Q3 		$349K Sell
6,820
-329
-5% -$16K 0.03% 183
2017
Q2 		$334K Hold
7,149
– – 0.03% 192
2017
Q1 		$336K Hold
7,149
– – 0.03% 189
2016
Q4 		$314K Sell
7,149
-532
-7% -$21.3K 0.03% 197
2016
Q3 		$271K Sell
7,681
-1,078
-12% -$36.5K 0.03% 206
2016
Q2 		$278K Sell
8,759
-592
-6% -$20K 0.03% 206
2016
Q1 		$289K Buy
9,351
+1,731
+23% +$50.8K 0.03% 203
2015
Q4 		$254K Buy
+7,620
New +$263K 0.02% 210

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 $3.37T AUM 44.26% 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

Citizens Financial Group's UNM Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Unum (UNM) in Q2 2026: 5,514 shares worth $493K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in UNM as recently as Q2 2020.

Citizens Financial Group first reported a position in UNM in Q4 2015 and has held it in 20 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Citizens Financial Group held 5,514 shares of Unum worth $493K as of Q2 2026.
  • Unum was a new Citizens Financial Group position in Q2 2026.
  • Unum made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #662 holding.
  • Citizens Financial Group first reported a position in Unum in Q4 2015 and has held it in 20 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.