CFM
UNM icon

Compass Financial Management’s Unum UNM Stock Holding History

Compass Financial 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
Q2 		$5.55K Buy
+61
New +$5.05K ﹤0.01% 1165

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's UNM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Unum (UNM) in Q2 2026: 61 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

716 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Compass Financial Management held 61 shares of Unum worth $5.55K as of Q2 2026.
  • Unum was a new Compass Financial Management position in Q2 2026.
  • Unum made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1165 holding.
  • 716 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.