FCM
UNM icon

FJ Capital Management’s Unum UNM Stock Holding History

FJ Capital Management’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 		$1.92M Buy
+26,346
New +$1.97M 0.22% 73
2025
Q3 		– Sell
-4,799
Closed -$388K – 187
2025
Q2 		$388K Buy
+4,799
New +$379K 0.04% 105
2021
Q3 		– Sell
-71,000
Closed -$2.03M – 109
2021
Q2 		$2.03M Buy
+71,000
New +$2.09M 0.17% 68

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FJ Capital Management's UNM Position: Q1 2026 in Review

FJ Capital Management opened a new position in Unum (UNM) in Q1 2026: 26,346 shares worth $1.92M. The stake represents 0.22% of the portfolio and ranks #73 among its holdings. This is a return to the name: FJ Capital Management previously reported a position in UNM as recently as Q2 2025.

FJ Capital Management first reported a position in UNM in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.03M in Q2 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • FJ Capital Management held 26,346 shares of Unum worth $1.92M as of Q1 2026.
  • Unum was a new FJ Capital Management position in Q1 2026.
  • Unum made up 0.22% of FJ Capital Management's portfolio in Q1 2026, its #73 holding.
  • FJ Capital Management first reported a position in Unum in Q2 2021 and has held it in 3 quarters since.
  • FJ Capital Management's Unum position peaked at $2.03M in Q2 2021.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.