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Csenge Advisory Group’s Unum UNM Stock Holding History

Csenge Advisory Group’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
Q1 		$380K Sell
5,198
-264
-5% -$19.7K 0.02% 502
2025
Q4 		$423K Sell
5,462
-13
-0.2% -$994 0.02% 476
2025
Q3 		$426K Sell
5,475
-773
-12% -$57.9K 0.02% 459
2025
Q2 		$511K Sell
6,248
-216
-3% -$17.1K 0.03% 424
2025
Q1 		$490K Sell
6,464
-22
-0.3% -$1.7K 0.03% 399
2024
Q4 		$474K Sell
6,486
-1,677
-21% -$116K 0.03% 437
2024
Q3 		$512K Sell
8,163
-2,227
-21% -$121K 0.03% 413
2024
Q2 		$531K Sell
10,390
-1,878
-15% -$97.2K 0.03% 388
2024
Q1 		$658K Buy
12,268
+105
+0.9% +$5.12K 0.04% 359
2023
Q4 		$550K Sell
12,163
-1,763
-13% -$80.3K 0.03% 379
2023
Q3 		$685K Buy
13,926
+3,335
+31% +$163K 0.05% 293
2023
Q2 		$505K Buy
10,591
+5,300
+100% +$231K 0.03% 371
2023
Q1 		$209K Buy
+5,291
New +$219K 0.02% 548
2018
Q4 		– Sell
-4,871
Closed -$180K – 1418
2018
Q3 		$180K Buy
+4,871
New +$182K 0.07% 175

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Csenge Advisory Group's UNM Position: Q1 2026 in Review

Csenge Advisory Group reduced its Unum (UNM) stake by 4.8% in Q1 2026, selling an estimated $19.7K and leaving 5,198 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #502.

Csenge Advisory Group first reported a position in UNM in Q3 2018 and has held it in 14 quarters since. The position peaked at $685K in Q3 2023. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Csenge Advisory Group held 5,198 shares of Unum worth $380K as of Q1 2026.
  • Csenge Advisory Group sold 264 Unum shares in Q1 2026, an estimated $19.7K.
  • Unum made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #502 holding.
  • Csenge Advisory Group first reported a position in Unum in Q3 2018 and has held it in 14 quarters since.
  • Csenge Advisory Group's Unum position peaked at $685K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.