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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
Q2 		$367K Buy
4,107
+60
+1% +$4.97K 0.05% 186
2026
Q1 		$296K Buy
+4,047
New +$302K 0.05% 180

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services's UNM Position: Q2 2026 in Review

Commonwealth Financial Services increased its Unum (UNM) stake by 1.5% in Q2 2026, buying an estimated $4.97K and bringing the position to 4,107 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #186.

Commonwealth Financial Services first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Commonwealth Financial Services held 4,107 shares of Unum worth $367K as of Q2 2026.
  • Commonwealth Financial Services bought 60 Unum shares in Q2 2026, an estimated $4.97K.
  • Unum made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #186 holding.
  • Commonwealth Financial Services first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.