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Dumont & Blake Investment Advisors’s Unum UNM Stock Holding History

Dumont & Blake Investment 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
2024
Q1 		– Sell
-100
Closed -$5K – 205
2023
Q4 		$5K Sell
100
-100
-50% -$4.55K ﹤0.01% 195
2023
Q3 		$10K Buy
+200
New +$9.78K ﹤0.01% 185

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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

Dumont & Blake Investment Advisors's UNM Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Unum (UNM) stake by 5% in Q2 2026, selling an estimated $33.1K and leaving 7,668 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #124.

Dumont & Blake Investment Advisors first reported a position in UNM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.32M in Q2 2024. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Dumont & Blake Investment Advisors held 7,668 shares of Unum worth $686K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 400 Unum shares in Q2 2026, an estimated $33.1K.
  • Unum made up 0.15% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Dumont & Blake Investment Advisors first reported a position in Unum in Q1 2020 and has held it in 26 quarters since.
  • Dumont & Blake Investment Advisors's Unum position peaked at $1.32M in Q2 2024.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.