IA
UNM icon

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
Q2 		$10.3M Buy
+115,618
New +$9.58M 0.36% 71
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 $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 $3.38T AUM 44.17% 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

IFG Advisory's UNM Position: Q2 2026 in Review

IFG Advisory opened a new position in Unum (UNM) in Q2 2026: 115,618 shares worth $10.3M. The stake represents 0.36% of the portfolio and ranks #71 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UNM as recently as Q4 2025.

IFG Advisory first reported a position in UNM in Q2 2022 and has held it in 16 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • IFG Advisory held 115,618 shares of Unum worth $10.3M as of Q2 2026.
  • Unum was a new IFG Advisory position in Q2 2026.
  • Unum made up 0.36% of IFG Advisory's portfolio in Q2 2026, its #71 holding.
  • IFG Advisory first reported a position in Unum in Q2 2022 and has held it in 16 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.