CI
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CX Institutional’s Unum UNM Stock Holding History

CX Institutional’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 		$20K Buy
223
+60
+37% +$4.97K ﹤0.01% 1179
2026
Q1 		$12K Buy
+163
New +$12.2K ﹤0.01% 1261
2022
Q3 		– Sell
-77
Closed -$3K – 1093
2022
Q2 		$3K Buy
+77
New +$2.61K ﹤0.01% 1076
2021
Q4 		– Sell
-53
Closed -$1K – 865
2021
Q3 		$1K Sell
53
-20
-27% -$529 ﹤0.01% 953
2021
Q2 		$2K Buy
73
+10
+16% +$294 ﹤0.01% 920
2021
Q1 		$2K Sell
63
-857
-93% -$22.2K ﹤0.01% 841
2020
Q4 		$21K Sell
920
-62
-6% -$1.28K ﹤0.01% 605
2020
Q3 		$17K Sell
982
-557
-36% -$9.9K ﹤0.01% 586
2020
Q2 		$26K Sell
1,539
-641
-29% -$10.1K ﹤0.01% 403
2020
Q1 		$33K Buy
2,180
+2,150
+7,167% +$51.7K 0.01% 338
2019
Q4 		$1K Sell
30
-58,664
-100% -$1.71M ﹤0.01% 726
2019
Q3 		$1.74M Sell
58,694
-2,411
-4% -$71.6K 0.28% 91
2019
Q2 		$2.05M Buy
61,105
+61,014
+67,048% +$2.11M 0.33% 80
2019
Q1 		$3K Buy
+91
New +$3.17K ﹤0.01% 654

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional's UNM Position: Q2 2026 in Review

CX Institutional increased its Unum (UNM) stake by 37% in Q2 2026, buying an estimated $4.97K and bringing the position to 223 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

CX Institutional first reported a position in UNM in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.05M in Q2 2019. 95 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • CX Institutional held 223 shares of Unum worth $20K as of Q2 2026.
  • CX Institutional bought 60 Unum shares in Q2 2026, an estimated $4.97K.
  • Unum made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1179 holding.
  • CX Institutional first reported a position in Unum in Q1 2019 and has held it in 14 quarters since.
  • CX Institutional's Unum position peaked at $2.05M in Q2 2019.
  • 95 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.