PI
UNM icon

PFG Investments’s Unum UNM Stock Holding History

PFG Investments’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 		$284K Buy
3,180
+401
+14% +$33.2K 0.01% 965
2026
Q1 		$203K Sell
2,779
-45
-2% -$3.36K 0.01% 1061
2025
Q4 		$219K Hold
2,824
– – 0.01% 972
2025
Q3 		$220K Hold
2,824
– – 0.01% 920
2025
Q2 		$228K Sell
2,824
-140
-5% -$11.1K 0.01% 858
2025
Q1 		$241K Hold
2,964
– – 0.02% 798
2024
Q4 		$216K Buy
+2,964
New +$204K 0.01% 865

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

PFG Investments's UNM Position: Q2 2026 in Review

PFG Investments increased its Unum (UNM) stake by 14% in Q2 2026, buying an estimated $33.2K and bringing the position to 3,180 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #965.

PFG Investments first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • PFG Investments held 3,180 shares of Unum worth $284K as of Q2 2026.
  • PFG Investments bought 401 Unum shares in Q2 2026, an estimated $33.2K.
  • Unum made up 0.01% of PFG Investments's portfolio in Q2 2026, its #965 holding.
  • PFG Investments first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.