Clean Yield Group
UNM icon

Clean Yield Group’s Unum UNM Stock Holding History

Clean Yield 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
Q3 		$2.28K Hold
26
– – ﹤0.01% 373
2026
Q2 		$2.32K Hold
26
– – ﹤0.01% 373
2026
Q1 		$1.9K Hold
26
– – ﹤0.01% 367
2025
Q4 		$2.02K Hold
26
– – ﹤0.01% 378
2025
Q3 		$2.02K Hold
26
– – ﹤0.01% 379
2025
Q2 		$2.1K Hold
26
– – ﹤0.01% 362
2025
Q1 		$2.12K Hold
26
– – ﹤0.01% 382
2024
Q4 		$1.9K Hold
26
– – ﹤0.01% 410
2024
Q3 		$1.54K Buy
+26
New +$1.41K ﹤0.01% 429

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Clean Yield Group's UNM Position: Q3 2026 in Review

Clean Yield Group held its Unum (UNM) position steady in Q3 2026 at 26 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Clean Yield Group first reported a position in UNM in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.32K in Q2 2026. 243 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Clean Yield Group held 26 shares of Unum worth $2.28K as of Q3 2026.
  • Clean Yield Group left its Unum share count unchanged in Q3 2026.
  • Unum made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #373 holding.
  • Clean Yield Group first reported a position in Unum in Q3 2024 and has held it in 9 quarters since.
  • Clean Yield Group's Unum position peaked at $2.32K in Q2 2026.
  • 243 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.