Dunhill Financial’s Unum UNM Stock Holding History

Dunhill Financial’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	$770	Buy	10 +6	+150%	+$448	﹤0.01%	1020
2025 Q4	$275	Buy	+4	New	+$306	﹤0.01%	1039

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dunhill Financial's UNM Position: Q1 2026 in Review

Dunhill Financial increased its Unum (UNM) stake by 150% in Q1 2026, buying an estimated $448 and bringing the position to 10 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Dunhill Financial first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Dunhill Financial held 10 shares of Unum worth $770 as of Q1 2026.
Dunhill Financial bought 6 Unum shares in Q1 2026, an estimated $448.
Unum made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1020 holding.
Dunhill Financial first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.