CoreCap Advisors
UNM icon

CoreCap Advisors’s Unum UNM Stock Holding History

CoreCap Advisors’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 		$19.8K Sell
226
-327
-59% -$29.7K ﹤0.01% 1797
2026
Q2 		$49.4K Sell
553
-67,305
-99% -$5.58M ﹤0.01% 1411
2026
Q1 		$4.96M Buy
67,858
+8,797
+15% +$657K 0.17% 136
2025
Q4 		$4.58M Buy
59,061
+11,117
+23% +$850K 0.16% 129
2025
Q3 		$3.73M Buy
47,944
+5,054
+12% +$379K 0.14% 159
2025
Q2 		$3.46M Buy
42,890
+2,667
+7% +$211K 0.14% 141
2025
Q1 		$3.28M Sell
40,223
-1,486
-4% -$115K 0.14% 135
2024
Q4 		$3.05M Sell
41,709
-784
-2% -$54K 0.14% 143
2024
Q3 		$2.53M Buy
42,493
+3,228
+8% +$175K 0.12% 180
2024
Q2 		$2.01M Sell
39,265
-1,183
-3% -$61.2K 0.21% 104
2024
Q1 		$2.17M Buy
40,448
+4,077
+11% +$199K 0.12% 177
2023
Q4 		$1.64M Buy
36,371
+2,151
+6% +$98K 0.11% 190
2023
Q3 		$1.68M Buy
+34,220
New +$1.67M 0.12% 163

Other funds holding UNM

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
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

CoreCap Advisors's UNM Position: Q3 2026 in Review

CoreCap Advisors reduced its Unum (UNM) stake by 59% in Q3 2026, selling an estimated $29.7K and leaving 226 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

CoreCap Advisors first reported a position in UNM in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.96M in Q1 2026. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • CoreCap Advisors held 226 shares of Unum worth $19.8K as of Q3 2026.
  • CoreCap Advisors sold 327 Unum shares in Q3 2026, an estimated $29.7K.
  • Unum made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1797 holding.
  • CoreCap Advisors first reported a position in Unum in Q3 2023 and has held it in 13 quarters since.
  • CoreCap Advisors's Unum position peaked at $4.96M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.