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Nations Financial Group’s Unum UNM Stock Holding History

Nations 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 		– Sell
-3,102
Closed -$227K – 833
2026
Q1 		$227K Sell
3,102
-39,815
-93% -$2.97M 0.01% 707
2025
Q4 		$3.33M Sell
42,917
-481
-1% -$36.8K 0.18% 136
2025
Q3 		$3.38M Buy
43,398
+4,167
+11% +$312K 0.21% 114
2025
Q2 		$3.17M Buy
39,231
+69
+0.2% +$5.45K 0.22% 113
2025
Q1 		$3.19M Sell
39,162
-69
-0.2% -$5.32K 0.24% 107
2024
Q4 		$2.87M Buy
39,231
+1,198
+3% +$82.6K 0.21% 121
2024
Q3 		$2.26M Buy
38,033
+28
+0.1% +$1.52K 0.16% 151
2024
Q2 		$1.94M Sell
38,005
-423
-1% -$21.9K 0.16% 146
2024
Q1 		$2.06M Buy
38,428
+3,038
+9% +$148K 0.17% 139
2023
Q4 		$1.6M Buy
35,390
+648
+2% +$29.5K 0.15% 161
2023
Q3 		$1.71M Buy
34,742
+1,179
+4% +$57.6K 0.17% 144
2023
Q2 		$1.6M Buy
33,563
+6,230
+23% +$272K 0.16% 158
2023
Q1 		$1.08M Buy
27,333
+571
+2% +$23.6K 0.11% 212
2022
Q4 		$1.1M Buy
+26,762
New +$1.12M 0.12% 211

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

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

Nations Financial Group sold out of Unum (UNM) in Q2 2026, closing a stake of 3,102 shares — an estimated $227K sold.

Nations Financial Group first reported a position in UNM in Q4 2022 and held it in 14 quarters. The position peaked at $3.38M in Q3 2025. 154 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Nations Financial Group reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 3,102 Unum shares in Q2 2026, an estimated $227K.
  • Nations Financial Group first reported a position in Unum in Q4 2022 and held it in 14 quarters.
  • Nations Financial Group's Unum position peaked at $3.38M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.