Mackenzie Financial
UNM icon

Mackenzie Financial’s Unum UNM Stock Holding History

Mackenzie Financial’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
2019
Q4 		– Sell
-179,834
Closed -$5.34M – 1162
2019
Q3 		$5.34M Buy
+179,834
New +$5.34M 0.01% 432

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mackenzie Financial's UNM Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Unum (UNM) in Q2 2026: 20,768 shares worth $1.86M. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in UNM as recently as Q3 2024.

Mackenzie Financial first reported a position in UNM in Q1 2016 and has held it in 22 quarters since. The position peaked at $19M in Q1 2022. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Mackenzie Financial held 20,768 shares of Unum worth $1.86M as of Q2 2026.
  • Unum was a new Mackenzie Financial position in Q2 2026.
  • Unum made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1071 holding.
  • Mackenzie Financial first reported a position in Unum in Q1 2016 and has held it in 22 quarters since.
  • Mackenzie Financial's Unum position peaked at $19M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.