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Patriot Financial Group Insurance Agency’s Unum UNM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$412K Sell
4,608
-4,574
-50% -$379K 0.04% 340
2026
Q1 		$671K Buy
9,182
+4,630
+102% +$346K 0.04% 381
2025
Q4 		$353K Sell
4,552
-86
-2% -$6.58K 0.04% 360
2025
Q3 		$361K Sell
4,638
-80
-2% -$6K 0.05% 347
2025
Q2 		$381K Buy
4,718
+60
+1% +$4.74K 0.04% 361
2025
Q1 		$379K Buy
4,658
+17
+0.4% +$1.31K 0.05% 341
2024
Q4 		$339K Sell
4,641
-475
-9% -$32.7K 0.05% 347
2024
Q3 		$304K Sell
5,116
-128
-2% -$6.95K 0.04% 385
2024
Q2 		$268K Buy
5,244
+21
+0.4% +$1.09K 0.04% 396
2024
Q1 		$280K Buy
5,223
+25
+0.5% +$1.22K 0.04% 382
2023
Q4 		$235K Sell
5,198
-133
-2% -$6.06K 0.04% 386
2023
Q3 		$262K Sell
5,331
-276
-5% -$13.5K 0.05% 358
2023
Q2 		$267K Buy
5,607
+234
+4% +$10.2K 0.05% 364
2023
Q1 		$213K Buy
5,373
+3
+0.1% +$124 0.04% 410
2022
Q4 		$220K Sell
5,370
-446
-8% -$18.7K 0.03% 377
2022
Q3 		$226K Buy
5,816
+777
+15% +$28.4K 0.06% 347
2022
Q2 		$171K Sell
5,039
-836
-14% -$28.3K 0.03% 410
2022
Q1 		$185K Sell
5,875
-2,799
-32% -$78.2K 0.03% 424
2021
Q4 		$213K Buy
8,674
+1,253
+17% +$32.1K 0.04% 429
2021
Q3 		$186K Buy
7,421
+1,234
+20% +$32.7K 0.03% 464
2021
Q2 		$176K Buy
6,187
+335
+6% +$9.85K 0.03% 462
2021
Q1 		$163K Buy
5,852
+581
+11% +$15.1K 0.04% 438
2020
Q4 		$121K Buy
5,271
+4,223
+403% +$87.3K 0.03% 450
2020
Q3 		$18K Buy
1,048
+200
+24% +$3.56K 0.01% 840
2020
Q2 		$14K Hold
848
– – 0.01% 869
2020
Q1 		$13K Hold
848
– – 0.01% 789
2019
Q4 		$25K Buy
848
+124
+17% +$3.61K 0.01% 631
2019
Q3 		$22K Hold
724
– – 0.01% 624
2019
Q2 		$25K Hold
724
– – 0.01% 579
2019
Q1 		$24K Hold
724
– – 0.01% 510
2018
Q4 		$21K Hold
724
– – 0.01% 471
2018
Q3 		$28K Buy
+724
New +$27K 0.02% 414

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UNM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Unum (UNM) stake by 50% in Q2 2026, selling an estimated $379K and leaving 4,608 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #340.

Patriot Financial Group Insurance Agency first reported a position in UNM in Q3 2018 and has held it in 32 quarters since. The position peaked at $671K in Q1 2026. 378 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,608 shares of Unum worth $412K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,574 Unum shares in Q2 2026, an estimated $379K.
  • Unum made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #340 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Unum in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's Unum position peaked at $671K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.