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Newbridge Financial Services Group’s Unum UNM Stock Holding History

Newbridge Financial Services 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 		$7.69K Hold
86
– – ﹤0.01% 890
2026
Q1 		$6.28K Hold
86
– – ﹤0.01% 872
2025
Q4 		$6.67K Hold
86
– – ﹤0.01% 853
2025
Q3 		$6.69K Hold
86
– – ﹤0.01% 970
2025
Q2 		$6.95K Buy
86
+19
+28% +$1.5K ﹤0.01% 970
2025
Q1 		$5.46K Buy
67
+17
+34% +$1.31K ﹤0.01% 787
2024
Q4 		$3.65K Sell
50
-2,837
-98% -$196K ﹤0.01% 903
2024
Q3 		$172K Buy
2,887
+285
+11% +$15.5K 0.06% 160
2024
Q2 		$133K Buy
+2,602
New +$135K 0.05% 234
2023
Q4 		– Sell
-1,639
Closed -$80.6K – 1333
2023
Q3 		$80.6K Buy
1,639
+896
+121% +$43.8K 0.04% 333
2023
Q2 		$35.4K Buy
743
+517
+229% +$22.6K 0.02% 541
2023
Q1 		$8.94K Buy
226
+35
+18% +$1.45K ﹤0.01% 929
2022
Q4 		$7.82K Buy
191
+126
+194% +$5.28K ﹤0.01% 966
2022
Q3 		$3K Buy
65
+33
+103% +$1.21K ﹤0.01% 1158
2022
Q2 		$1K Buy
+32
New +$1.08K ﹤0.01% 1314

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

Newbridge Financial Services Group's UNM Position: Q2 2026 in Review

Newbridge Financial Services Group held its Unum (UNM) position steady in Q2 2026 at 86 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Newbridge Financial Services Group first reported a position in UNM in Q2 2022 and has held it in 15 quarters since. The position peaked at $172K in Q3 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Newbridge Financial Services Group held 86 shares of Unum worth $7.69K as of Q2 2026.
  • Newbridge Financial Services Group left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #890 holding.
  • Newbridge Financial Services Group first reported a position in Unum in Q2 2022 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's Unum position peaked at $172K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.