Cornerstone Financial Management’s Unum UNM Stock Holding History

Cornerstone 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	$2.5K	Hold	28	–	–	﹤0.01%	784
2026 Q1	$2.04K	Hold	28	–	–	﹤0.01%	732
2025 Q4	$2.17K	Buy	+28	New	+$2.14K	﹤0.01%	654

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Cornerstone Financial Management held its Unum (UNM) position steady in Q2 2026 at 28 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Cornerstone Financial Management first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Cornerstone Financial Management held 28 shares of Unum worth $2.5K as of Q2 2026.
Cornerstone Financial Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #784 holding.
Cornerstone Financial Management first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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