New England Capital Financial Advisors’s Unum UNM Stock Holding History

New England Capital Financial 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	$170K	Hold	1,904	–	–	0.04%	73
2026 Q1	$139K	Hold	1,904	–	–	0.04%	77
2025 Q4	$148K	Hold	1,904	–	–	0.06%	75
2025 Q3	$148K	Hold	1,904	–	–	0.06%	69
2025 Q2	$154K	Hold	1,904	–	–	0.07%	63
2025 Q1	$155K	Hold	1,904	–	–	0.08%	63
2024 Q4	$139K	Hold	1,904	–	–	0.07%	67
2024 Q3	$113K	Hold	1,904	–	–	0.06%	73
2024 Q2	$97.3K	Hold	1,904	–	–	0.05%	76
2024 Q1	$102K	Hold	1,904	–	–	0.06%	72
2023 Q4	$86.1K	Hold	1,904	–	–	0.05%	83
2023 Q3	$93.7K	Hold	1,904	–	–	0.06%	76
2023 Q2	$90.8K	Hold	1,904	–	–	0.06%	80
2023 Q1	$75.3K	Hold	1,904	–	–	0.05%	88
2022 Q4	$76.7K	Buy	+1,904	New	+$79.8K	0.05%	88

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Capital Financial Advisors's UNM Position: Q2 2026 in Review

New England Capital Financial Advisors held its Unum (UNM) position steady in Q2 2026 at 1,904 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #73.

New England Capital Financial Advisors first reported a position in UNM in Q4 2022 and has held it in 15 quarters since. 495 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

New England Capital Financial Advisors held 1,904 shares of Unum worth $170K as of Q2 2026.
New England Capital Financial Advisors left its Unum share count unchanged in Q2 2026.
Unum made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #73 holding.
New England Capital Financial Advisors first reported a position in Unum in Q4 2022 and has held it in 15 quarters since.
495 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.