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J. Safra Asset Management’s Unum UNM Stock Holding History

J. Safra Asset 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
Q1 		$171K Hold
2,340
– – 0.01% 225
2025
Q4 		$181K Hold
2,340
– – 0.01% 219
2025
Q3 		$182K Hold
2,340
– – 0.01% 170
2025
Q2 		$189K Buy
+2,340
New +$185K 0.01% 160

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

J. Safra Asset Management's UNM Position: Q1 2026 in Review

J. Safra Asset Management held its Unum (UNM) position steady in Q1 2026 at 2,340 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #225.

J. Safra Asset Management first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $189K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • J. Safra Asset Management held 2,340 shares of Unum worth $171K as of Q1 2026.
  • J. Safra Asset Management left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #225 holding.
  • J. Safra Asset Management first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • J. Safra Asset Management's Unum position peaked at $189K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.