PL
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Plancorp LLC’s Unum UNM Stock Holding History

Plancorp LLC’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 		$242K Sell
2,711
-146
-5% -$12.1K 0.01% 367
2026
Q1 		$219K Sell
2,857
-3,069
-52% -$229K 0.01% 344
2025
Q4 		$459K Buy
5,926
+4
+0.1% +$306 0.01% 224
2025
Q3 		$461K Sell
5,922
-57
-1% -$4.27K 0.01% 233
2025
Q2 		$483K Buy
5,979
+69
+1% +$5.45K 0.02% 227
2025
Q1 		$481K Buy
+5,910
New +$456K 0.02% 212

Other funds holding UNM

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Plancorp LLC's UNM Position: Q2 2026 in Review

Plancorp LLC reduced its Unum (UNM) stake by 5.1% in Q2 2026, selling an estimated $12.1K and leaving 2,711 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #367.

Plancorp LLC first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $483K in Q2 2025. 153 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Plancorp LLC held 2,711 shares of Unum worth $242K as of Q2 2026.
  • Plancorp LLC sold 146 Unum shares in Q2 2026, an estimated $12.1K.
  • Unum made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #367 holding.
  • Plancorp LLC first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • Plancorp LLC's Unum position peaked at $483K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.