EFG
UNM icon

Ethos Financial Group’s Unum UNM Stock Holding History

Ethos Financial 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
Q2 		$591K Buy
+7,019
New +$582K 0.04% 325

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ethos Financial Group's UNM Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Unum (UNM) in Q2 2026: 7,019 shares worth $591K. The stake represents 0.04% of the portfolio and ranks #325 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ethos Financial Group held 7,019 shares of Unum worth $591K as of Q2 2026.
  • Unum was a new Ethos Financial Group position in Q2 2026.
  • Unum made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #325 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.