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Paragon Capital Management (Colorado)’s Unum UNM Stock Holding History

Paragon Capital Management (Colorado)’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
Q3 		$231K Sell
2,629
-2
-0.1% -$181 0.04% 152
2026
Q2 		$235K Buy
+2,631
New +$218K 0.04% 166
2025
Q3 		– Sell
-2,569
Closed -$207K – 220
2025
Q2 		$207K Sell
2,569
-2,669
-51% -$211K 0.04% 196
2025
Q1 		$427K Buy
5,238
+28
+0.5% +$2.16K 0.09% 84
2024
Q4 		$380K Sell
5,210
-91
-2% -$6.27K 0.08% 79
2024
Q3 		$315K Buy
5,301
+40
+0.8% +$2.17K 0.06% 122
2024
Q2 		$269K Buy
5,261
+1,316
+33% +$68.1K 0.05% 136
2024
Q1 		$212K Buy
+3,945
New +$192K 0.04% 177
2023
Q4 		– Sell
-4,908
Closed -$241K – 200
2023
Q3 		$241K Sell
4,908
-252
-5% -$12.3K 0.05% 136
2023
Q2 		$246K Sell
5,160
-1,488
-22% -$64.9K 0.05% 138
2023
Q1 		$263K Sell
6,648
-35
-0.5% -$1.45K 0.06% 112
2022
Q4 		$274K Hold
6,683
– – 0.07% 95
2022
Q3 		$259K Sell
6,683
-174
-3% -$6.36K 0.07% 87
2022
Q2 		$233K Sell
6,857
-80
-1% -$2.71K 0.07% 104
2022
Q1 		$219K Buy
6,937
+235
+4% +$6.57K 0.04% 160
2021
Q4 		$165K Buy
+6,702
New +$172K 0.03% 240
2020
Q1 		– Sell
-8,951
Closed -$261K – 170
2019
Q4 		$261K Buy
8,951
+112
+1% +$3.26K 0.14% 148
2019
Q3 		$263K Sell
8,839
-236
-3% -$7.01K 0.15% 139
2019
Q2 		$304K Sell
9,075
-177
-2% -$6.13K 0.17% 112
2019
Q1 		$313K Sell
9,252
-82
-0.9% -$2.85K 0.19% 92
2018
Q4 		$274K Buy
9,334
+4,047
+77% +$142K 0.13% 121
2018
Q3 		$207K Buy
+5,287
New +$197K 0.18% 194
2018
Q2 		– Sell
-5,244
Closed -$250K – 213
2018
Q1 		$250K Buy
+5,244
New +$274K 0.11% 175
2017
Q4 		– Sell
-5,822
Closed -$298K – 216
2017
Q3 		$298K Buy
+5,822
New +$284K 0.11% 104

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Paragon Capital Management (Colorado)'s UNM Position: Q3 2026 in Review

Paragon Capital Management (Colorado) reduced its Unum (UNM) stake by 0.08% in Q3 2026, selling an estimated $181 and leaving 2,629 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #152.

Paragon Capital Management (Colorado) first reported a position in UNM in Q3 2017 and has held it in 24 quarters since. The position peaked at $427K in Q1 2025. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Paragon Capital Management (Colorado) held 2,629 shares of Unum worth $231K as of Q3 2026.
  • Paragon Capital Management (Colorado) sold 2 Unum shares in Q3 2026, an estimated $181.
  • Unum made up 0.04% of Paragon Capital Management (Colorado)'s portfolio in Q3 2026, its #152 holding.
  • Paragon Capital Management (Colorado) first reported a position in Unum in Q3 2017 and has held it in 24 quarters since.
  • Paragon Capital Management (Colorado)'s Unum position peaked at $427K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.