IFWM
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Institute for Wealth Management’s Unum UNM Stock Holding History

Institute for Wealth Management’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 		$81.7K Buy
+914
New +$75.7K 0.01% 742

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

Institute for Wealth Management's UNM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Unum (UNM) in Q2 2026: 914 shares worth $81.7K. The stake represents 0.01% of the portfolio and ranks #742 among its holdings.

388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Institute for Wealth Management held 914 shares of Unum worth $81.7K as of Q2 2026.
  • Unum was a new Institute for Wealth Management position in Q2 2026.
  • Unum made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #742 holding.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.