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LRI Investments’s Unum UNM Stock Holding History

LRI Investments’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 		$10.9K Buy
122
+14
+13% +$1.16K ﹤0.01% 936
2026
Q1 		$7.89K Buy
108
+50
+86% +$3.73K ﹤0.01% 952
2025
Q4 		$4.5K Hold
58
– – ﹤0.01% 1067
2025
Q3 		$4.51K Hold
58
– – ﹤0.01% 1070
2025
Q2 		$4.68K Hold
58
– – ﹤0.01% 1038
2025
Q1 		$4.72K Hold
58
– – ﹤0.01% 963
2024
Q4 		$4.24K Hold
58
– – ﹤0.01% 970
2024
Q3 		$4.19K Hold
58
– – ﹤0.01% 966
2024
Q2 		$2.96K Hold
58
– – ﹤0.01% 1002
2024
Q1 		$3.11K Buy
+58
New +$2.83K ﹤0.01% 696

Other funds holding UNM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's UNM Position: Q2 2026 in Review

LRI Investments increased its Unum (UNM) stake by 13% in Q2 2026, buying an estimated $1.16K and bringing the position to 122 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

LRI Investments first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LRI Investments held 122 shares of Unum worth $10.9K as of Q2 2026.
  • LRI Investments bought 14 Unum shares in Q2 2026, an estimated $1.16K.
  • Unum made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #936 holding.
  • LRI Investments first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.