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IFG Advisory’s Unum UNM Stock Holding History

IFG Advisory’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 		– Sell
-108,107
Closed -$8.38M – 842
2025
Q4 		$8.38M Sell
108,107
-402
-0.4% -$30.7K 0.37% 77
2025
Q3 		$8.44M Buy
108,509
+2,035
+2% +$152K 0.38% 66
2025
Q2 		$8.6M Sell
106,474
-3,474
-3% -$274K 0.43% 57
2025
Q1 		$8.96M Sell
109,948
-1,618
-1% -$125K 0.5% 46
2024
Q4 		$8.15M Sell
111,566
-1,717
-2% -$118K 0.46% 52
2024
Q3 		$6.73M Buy
113,283
+334
+0.3% +$18.1K 0.43% 54
2024
Q2 		$5.77M Sell
112,949
-788
-0.7% -$40.8K 0.37% 63
2024
Q1 		$6.1M Sell
113,737
-706
-0.6% -$34.4K 0.46% 53
2023
Q4 		$5.18M Buy
114,443
+20,475
+22% +$933K 0.38% 64
2023
Q3 		$4.62M Buy
93,968
+1,257
+1% +$61.4K 0.39% 55
2023
Q2 		$4.42M Buy
92,711
+30,233
+48% +$1.32M 0.39% 69
2023
Q1 		$2.47M Buy
62,478
+9,645
+18% +$398K 0.23% 104
2022
Q4 		$2.17M Buy
52,833
+21,931
+71% +$919K 0.22% 106
2022
Q3 		$1.2M Sell
30,902
-32
-0.1% -$1.17K 0.11% 193
2022
Q2 		$1.05M Buy
+30,934
New +$1.05M 0.11% 186

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

IFG Advisory's UNM Position: Q1 2026 in Review

IFG Advisory sold out of Unum (UNM) in Q1 2026, closing a stake of 108,107 shares — an estimated $8.38M sold.

IFG Advisory first reported a position in UNM in Q2 2022 and held it in 15 quarters. The position peaked at $8.96M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • IFG Advisory reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 108,107 Unum shares in Q1 2026, an estimated $8.38M.
  • IFG Advisory first reported a position in Unum in Q2 2022 and held it in 15 quarters.
  • IFG Advisory's Unum position peaked at $8.96M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.