MFG
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Merit Financial Group’s Unum UNM Stock Holding History

Merit Financial Group’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 		$1.41M Buy
15,767
+2,586
+20% +$214K 0.01% 903
2026
Q1 		$963K Sell
13,181
-454
-3% -$33.9K 0.01% 997
2025
Q4 		$1.06M Sell
13,635
-427
-3% -$32.7K 0.01% 926
2025
Q3 		$1.09M Buy
14,062
+1,708
+14% +$128K 0.01% 821
2025
Q2 		$998K Buy
12,354
+284
+2% +$22.4K 0.01% 792
2025
Q1 		$983K Buy
12,070
+7,574
+168% +$584K 0.01% 661
2024
Q4 		$328K Buy
+4,496
New +$310K 0.01% 893

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

Merit Financial Group's UNM Position: Q2 2026 in Review

Merit Financial Group increased its Unum (UNM) stake by 20% in Q2 2026, buying an estimated $214K and bringing the position to 15,767 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #903.

Merit Financial Group first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Merit Financial Group held 15,767 shares of Unum worth $1.41M as of Q2 2026.
  • Merit Financial Group bought 2,586 Unum shares in Q2 2026, an estimated $214K.
  • Unum made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #903 holding.
  • Merit Financial Group first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.