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UNM icon

MCF Advisors’s Unum UNM Stock Holding History

MCF Advisors’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
Q1 		$51.5K Hold
705
– – ﹤0.01% 603
2025
Q4 		$54.6K Hold
705
– – ﹤0.01% 492
2025
Q3 		$54.8K Hold
705
– – ﹤0.01% 412
2025
Q2 		$56.9K Hold
705
– – ﹤0.01% 381
2025
Q1 		$57.4K Sell
705
-59
-8% -$4.55K ﹤0.01% 377
2024
Q4 		$55.8K Hold
764
– – ﹤0.01% 389
2024
Q3 		$45.4K Buy
764
+106
+16% +$5.76K ﹤0.01% 412
2024
Q2 		$33.7K Hold
658
– – ﹤0.01% 452
2024
Q1 		$35.3K Buy
+658
New +$32.1K ﹤0.01% 435
2015
Q4 		– Sell
-1,634
Closed -$52K – 487
2015
Q3 		$52K Buy
1,634
+10
+0.6% +$345 0.01% 177
2015
Q2 		$58K Buy
1,624
+860
+113% +$30.1K 0.01% 170
2015
Q1 		$26K Buy
+764
New +$25.3K 0.01% 242

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MCF Advisors's UNM Position: Q1 2026 in Review

MCF Advisors held its Unum (UNM) position steady in Q1 2026 at 705 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

MCF Advisors first reported a position in UNM in Q1 2015 and has held it in 12 quarters since. The position peaked at $58K in Q2 2015. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • MCF Advisors held 705 shares of Unum worth $51.5K as of Q1 2026.
  • MCF Advisors left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #603 holding.
  • MCF Advisors first reported a position in Unum in Q1 2015 and has held it in 12 quarters since.
  • MCF Advisors's Unum position peaked at $58K in Q2 2015.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.