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NorthCrest Asset Manangement’s Unum UNM Stock Holding History

NorthCrest Asset Manangement’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 		$216K Buy
+2,444
New +$203K 0.01% 839
2025
Q4 		– Sell
-2,788
Closed -$218K – 851
2025
Q3 		$218K Buy
+2,788
New +$209K 0.01% 695

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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

NorthCrest Asset Manangement's UNM Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Unum (UNM) in Q2 2026: 2,444 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in UNM as recently as Q3 2025.

NorthCrest Asset Manangement first reported a position in UNM in Q3 2025 and has held it in 2 quarters since. The position peaked at $218K in Q3 2025. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • NorthCrest Asset Manangement held 2,444 shares of Unum worth $216K as of Q2 2026.
  • Unum was a new NorthCrest Asset Manangement position in Q2 2026.
  • Unum made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #839 holding.
  • NorthCrest Asset Manangement first reported a position in Unum in Q3 2025 and has held it in 2 quarters since.
  • NorthCrest Asset Manangement's Unum position peaked at $218K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.