RRMM
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Regatta Research & Money Management’s Unum UNM Stock Holding History

Regatta Research & Money 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 		$26.8K Buy
+300
New +$24.9K 0.03% 366

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Regatta Research & Money Management's UNM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Unum (UNM) in Q2 2026: 300 shares worth $26.8K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

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

  • Regatta Research & Money Management held 300 shares of Unum worth $26.8K as of Q2 2026.
  • Unum was a new Regatta Research & Money Management position in Q2 2026.
  • Unum made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #366 holding.
  • 552 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.