National Bank of Canada
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National Bank of Canada’s Unum UNM Stock Holding History

National Bank of Canada’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
2025
Q4 		– Sell
-1,084
Closed -$84.3K – 3151
2025
Q3 		$84.3K Buy
1,084
+66
+6% +$4.95K ﹤0.01% 1802
2025
Q2 		$82.2K Sell
1,018
-3,960
-80% -$313K ﹤0.01% 1838
2025
Q1 		$405K Sell
4,978
-92,380
-95% -$7.12M ﹤0.01% 1364
2024
Q4 		$7.11M Sell
97,358
-36,570
-27% -$2.52M 0.01% 880
2024
Q3 		$7.96M Buy
133,928
+16,702
+14% +$907K 0.01% 724
2024
Q2 		$6M Sell
117,226
-74,782
-39% -$3.87M 0.01% 683
2024
Q1 		$10.2M Buy
192,008
+167,895
+696% +$8.19M 0.02% 608
2023
Q4 		$1.1M Sell
24,113
-32,107
-57% -$1.46M ﹤0.01% 1124
2023
Q3 		$2.76M Buy
56,220
+46,266
+465% +$2.26M ﹤0.01% 971
2023
Q2 		$475K Sell
9,954
-5,376
-35% -$235K ﹤0.01% 1300
2023
Q1 		$606K Sell
15,330
-199
-1% -$8.22K ﹤0.01% 1180
2022
Q4 		$637K Buy
15,529
+444
+3% +$18.6K ﹤0.01% 1209
2022
Q3 		$586K Buy
15,085
+5,822
+63% +$213K ﹤0.01% 1127
2022
Q2 		$315K Buy
9,263
+6,008
+185% +$203K ﹤0.01% 1302
2022
Q1 		$103K Sell
3,255
-121
-4% -$3.38K ﹤0.01% 1657
2021
Q4 		$83K Buy
+3,376
New +$86.4K ﹤0.01% 1685

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada's UNM Position: Q4 2025 in Review

National Bank of Canada sold out of Unum (UNM) in Q4 2025, closing a stake of 1,084 shares — an estimated $84.3K sold.

National Bank of Canada first reported a position in UNM in Q4 2021 and held it in 16 quarters. The position peaked at $10.2M in Q1 2024. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • National Bank of Canada reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • National Bank of Canada sold 1,084 Unum shares in Q4 2025, an estimated $84.3K.
  • National Bank of Canada first reported a position in Unum in Q4 2021 and held it in 16 quarters.
  • National Bank of Canada's Unum position peaked at $10.2M in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on National Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.