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Grove Bank & Trust’s Unum UNM Stock Holding History

Grove Bank & Trust’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 		$15.3K Hold
171
– – ﹤0.01% 594
2026
Q1 		$12.5K Buy
171
+18
+12% +$1.34K ﹤0.01% 596
2025
Q4 		$11.9K Hold
153
– – ﹤0.01% 611
2025
Q3 		$11.9K Hold
153
– – ﹤0.01% 587
2025
Q2 		$12.4K Buy
153
+19
+14% +$1.5K ﹤0.01% 585
2025
Q1 		$10.9K Buy
134
+98
+272% +$7.55K ﹤0.01% 583
2024
Q4 		$2.63K Buy
+36
New +$2.48K ﹤0.01% 664
2018
Q1 		– Sell
-225
Closed -$12K – 444
2017
Q4 		$12K Hold
225
– – 0.01% 430
2017
Q3 		$12K Hold
225
– – 0.01% 450
2017
Q2 		$10K Buy
225
+110
+96% +$5.06K 0.01% 473
2017
Q1 		$5K Hold
115
– – ﹤0.01% 433
2016
Q4 		$5K Buy
+115
New +$4.6K ﹤0.01% 467

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

Grove Bank & Trust's UNM Position: Q2 2026 in Review

Grove Bank & Trust held its Unum (UNM) position steady in Q2 2026 at 171 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Grove Bank & Trust first reported a position in UNM in Q4 2016 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Grove Bank & Trust held 171 shares of Unum worth $15.3K as of Q2 2026.
  • Grove Bank & Trust left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #594 holding.
  • Grove Bank & Trust first reported a position in Unum in Q4 2016 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.