MBL Wealth
UNM icon

MBL Wealth’s Unum UNM Stock Holding History

MBL Wealth’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
Q3 		$242K Buy
+2,761
New +$250K 0.01% 534

Other funds holding UNM

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

MBL Wealth's UNM Position: Q3 2026 in Review

MBL Wealth opened a new position in Unum (UNM) in Q3 2026: 2,761 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings.

562 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • MBL Wealth held 2,761 shares of Unum worth $242K as of Q3 2026.
  • Unum was a new MBL Wealth position in Q3 2026.
  • Unum made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #534 holding.
  • 562 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.