Root Financial Partners
UNM icon

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
Q3 		$181K Buy
+2,059
New +$187K 0.01% 482
2026
Q2 		– Sell
-1,265
Closed -$92.4K – 3033
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Root Financial Partners's UNM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Unum (UNM) in Q3 2026: 2,059 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UNM as recently as Q1 2026.

Root Financial Partners first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 443 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Root Financial Partners held 2,059 shares of Unum worth $181K as of Q3 2026.
  • Unum was a new Root Financial Partners position in Q3 2026.
  • Unum made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #482 holding.
  • Root Financial Partners first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 443 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.