Fifth Third Wealth Advisors’s Unum UNM Stock Holding History

Fifth Third Wealth 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
2026 Q3	$662K	Sell	7,545 -266	-3%	-$24.1K	0.02%	428
2026 Q2	$698K	Buy	7,811 +1,674	+27%	+$139K	0.02%	383
2026 Q1	$448K	Buy	6,137 +297	+5%	+$22.2K	0.02%	467
2025 Q4	$453K	Buy	5,840 +74	+1%	+$5.66K	0.02%	421
2025 Q3	$448K	Buy	5,766 +47	+0.8%	+$3.52K	0.02%	417
2025 Q2	$462K	Buy	5,719 +15	+0.3%	+$1.18K	0.02%	387
2025 Q1	$465K	Buy	5,704 +20	+0.4%	+$1.54K	0.02%	352
2024 Q4	$415K	Hold	5,684	–	–	0.02%	383
2024 Q3	$338K	Sell	5,684 -1,696	-23%	-$92.1K	0.02%	423
2024 Q2	$377K	Buy	+7,380	New	+$382K	0.03%	342

Other funds holding UNM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Fifth Third Wealth Advisors's UNM Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Unum (UNM) stake by 3.4% in Q3 2026, selling an estimated $24.1K and leaving 7,545 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #428.

Fifth Third Wealth Advisors first reported a position in UNM in Q2 2024 and has held it in 10 quarters since. The position peaked at $698K in Q2 2026. 165 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Fifth Third Wealth Advisors held 7,545 shares of Unum worth $662K as of Q3 2026.
Fifth Third Wealth Advisors sold 266 Unum shares in Q3 2026, an estimated $24.1K.
Unum made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #428 holding.
Fifth Third Wealth Advisors first reported a position in Unum in Q2 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Unum position peaked at $698K in Q2 2026.
165 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.