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Root Financial Partners’s Unum UNM Stock Holding History

Root Financial Partners’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
Q1 		$92.4K Buy
1,265
+166
+15% +$12.4K ﹤0.01% 596
2025
Q4 		$85.2K Buy
1,099
+116
+12% +$8.87K ﹤0.01% 525
2025
Q3 		$76.5K Buy
+983
New +$73.7K ﹤0.01% 528

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Root Financial Partners's UNM Position: Q1 2026 in Review

Root Financial Partners increased its Unum (UNM) stake by 15% in Q1 2026, buying an estimated $12.4K and bringing the position to 1,265 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Root Financial Partners first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Root Financial Partners held 1,265 shares of Unum worth $92.4K as of Q1 2026.
  • Root Financial Partners bought 166 Unum shares in Q1 2026, an estimated $12.4K.
  • Unum made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #596 holding.
  • Root Financial Partners first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.