Perigon Wealth Management’s Unum UNM Stock Holding History

Perigon Wealth Management’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	$370K	Sell	4,218 -25	-0.6%	-$2.27K	0.01%	1044
2026 Q2	$379K	Buy	4,243 +526	+14%	+$43.6K	0.01%	1012
2026 Q1	$271K	Sell	3,717 -1,141	-23%	-$85.2K	﹤0.01%	1059
2025 Q4	$377K	Buy	4,858 +323	+7%	+$24.7K	0.01%	928
2025 Q3	$353K	Buy	4,535 +1,548	+52%	+$116K	0.01%	882
2025 Q2	$241K	Buy	2,987 +198	+7%	+$15.6K	0.01%	926
2025 Q1	$227K	Buy	+2,789	New	+$215K	0.01%	915
2021 Q1	–	Sell	-1,637	Closed	-$38K	–	1008
2020 Q4	$38K	Buy	+1,637	New	+$33.8K	﹤0.01%	833

Other funds holding UNM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Perigon Wealth Management's UNM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Unum (UNM) stake by 0.59% in Q3 2026, selling an estimated $2.27K and leaving 4,218 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1044.

Perigon Wealth Management first reported a position in UNM in Q4 2020 and has held it in 8 quarters since. The position peaked at $379K in Q2 2026. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Perigon Wealth Management held 4,218 shares of Unum worth $370K as of Q3 2026.
Perigon Wealth Management sold 25 Unum shares in Q3 2026, an estimated $2.27K.
Unum made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1044 holding.
Perigon Wealth Management first reported a position in Unum in Q4 2020 and has held it in 8 quarters since.
Perigon Wealth Management's Unum position peaked at $379K in Q2 2026.
158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.