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 Q2	$209K	Hold	2,340	–	–	0.01%	223
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

J. Safra Asset Management's UNM Position: Q2 2026 in Review

J. Safra Asset Management held its Unum (UNM) position steady in Q2 2026 at 2,340 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #223.

J. Safra Asset Management first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

J. Safra Asset Management held 2,340 shares of Unum worth $209K as of Q2 2026.
J. Safra Asset Management left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #223 holding.
J. Safra Asset Management first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.