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Founders Capital Management (Texas)’s Unum UNM Stock Holding History

Founders Capital Management (Texas)’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 		$26.8K Hold
300
– – 0.01% 229
2026
Q1 		$21.9K Hold
300
– – 0.01% 239
2025
Q4 		$23.3K Sell
300
-300
-50% -$22.9K 0.01% 230
2025
Q3 		$46.7K Hold
600
– – 0.02% 144
2025
Q2 		$48.5K Hold
600
– – 0.03% 137
2025
Q1 		$48.9K Hold
600
– – 0.03% 135
2024
Q4 		$43.8K Hold
600
– – 0.03% 145
2024
Q3 		$35.7K Hold
600
– – 0.02% 173
2024
Q2 		$30.7K Sell
600
-1,468
-71% -$76K 0.02% 185
2024
Q1 		$111K Buy
2,068
+11
+0.5% +$536 0.08% 79
2023
Q4 		$93K Buy
2,057
+12
+0.6% +$547 0.07% 85
2023
Q3 		$101K Buy
2,045
+11
+0.5% +$538 0.08% 76
2023
Q2 		$97K Buy
2,034
+210
+12% +$9.16K 0.07% 91
2023
Q1 		$72K Buy
1,824
+10
+0.6% +$413 0.06% 114
2022
Q4 		$74K Buy
1,814
+10
+0.6% +$419 0.06% 104
2022
Q3 		$70K Buy
1,804
+10
+0.6% +$366 0.06% 104
2022
Q2 		$61K Buy
1,794
+22
+1% +$745 0.05% 112
2022
Q1 		$44K Hold
1,772
– – 0.03% 131
2021
Q4 		$44K Buy
1,772
+14
+0.8% +$358 0.03% 131
2021
Q3 		$44K Buy
1,758
+613
+54% +$16.2K 0.03% 130
2021
Q2 		$33K Buy
1,145
+11
+1% +$323 0.02% 152
2021
Q1 		$32K Buy
1,134
+12
+1% +$311 0.02% 143
2020
Q4 		$26K Buy
+1,122
New +$23.2K 0.02% 168

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

Founders Capital Management (Texas)'s UNM Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Unum (UNM) position steady in Q2 2026 at 300 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #229.

Founders Capital Management (Texas) first reported a position in UNM in Q4 2020 and has held it in 23 quarters since. The position peaked at $111K in Q1 2024. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Founders Capital Management (Texas) held 300 shares of Unum worth $26.8K as of Q2 2026.
  • Founders Capital Management (Texas) left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #229 holding.
  • Founders Capital Management (Texas) first reported a position in Unum in Q4 2020 and has held it in 23 quarters since.
  • Founders Capital Management (Texas)'s Unum position peaked at $111K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.