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 Q2	$63K	Hold	705	–	–	﹤0.01%	633
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MCF Advisors's UNM Position: Q2 2026 in Review

MCF Advisors held its Unum (UNM) position steady in Q2 2026 at 705 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

MCF Advisors first reported a position in UNM in Q1 2015 and has held it in 13 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

MCF Advisors held 705 shares of Unum worth $63K as of Q2 2026.
MCF Advisors left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #633 holding.
MCF Advisors first reported a position in Unum in Q1 2015 and has held it in 13 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.