Commonwealth Financial Services
UNM icon

Commonwealth Financial Services’s Unum UNM Stock Holding History

Commonwealth Financial Services’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 		$368K Buy
4,189
+82
+2% +$7.44K 0.07% 153
2026
Q2 		$367K Buy
4,107
+60
+1% +$4.97K 0.05% 186
2026
Q1 		$296K Buy
+4,047
New +$302K 0.05% 180

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Wedge Capital Management
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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

Commonwealth Financial Services's UNM Position: Q3 2026 in Review

Commonwealth Financial Services increased its Unum (UNM) stake by 2% in Q3 2026, buying an estimated $7.44K and bringing the position to 4,189 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #153.

Commonwealth Financial Services first reported a position in UNM in Q1 2026 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Commonwealth Financial Services held 4,189 shares of Unum worth $368K as of Q3 2026.
  • Commonwealth Financial Services bought 82 Unum shares in Q3 2026, an estimated $7.44K.
  • Unum made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #153 holding.
  • Commonwealth Financial Services first reported a position in Unum in Q1 2026 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.