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Fragasso Financial Advisors’s Unum UNM Stock Holding History

Fragasso Financial 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
Q2 		$247K Buy
+2,766
New +$229K 0.01% 320
2025
Q3 		– Sell
-2,952
Closed -$238K – 291
2025
Q2 		$238K Buy
2,952
+15
+0.5% +$1.19K 0.02% 250
2025
Q1 		$239K Buy
2,937
+16
+0.5% +$1.23K 0.02% 240
2024
Q4 		$213K Buy
+2,921
New +$201K 0.02% 249

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fragasso Financial Advisors's UNM Position: Q2 2026 in Review

Fragasso Financial Advisors opened a new position in Unum (UNM) in Q2 2026: 2,766 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Fragasso Financial Advisors previously reported a position in UNM as recently as Q2 2025.

Fragasso Financial Advisors first reported a position in UNM in Q4 2024 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Fragasso Financial Advisors held 2,766 shares of Unum worth $247K as of Q2 2026.
  • Unum was a new Fragasso Financial Advisors position in Q2 2026.
  • Unum made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #320 holding.
  • Fragasso Financial Advisors first reported a position in Unum in Q4 2024 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.