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Rossby Financial’s Unum UNM Stock Holding History

Rossby Financial’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 		$32.4K Buy
362
+8
+2% +$663 0.01% 824
2026
Q1 		$26.1K Buy
354
+112
+46% +$8.36K 0.01% 926
2025
Q4 		$18.8K Buy
242
+60
+33% +$4.59K 0.01% 742
2025
Q3 		$14.2K Buy
182
+22
+14% +$1.65K ﹤0.01% 785
2025
Q2 		$12.9K Sell
160
-420
-72% -$33.2K ﹤0.01% 737
2025
Q1 		$45.5K Buy
+580
New +$44.7K 0.02% 499

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

Rossby Financial's UNM Position: Q2 2026 in Review

Rossby Financial increased its Unum (UNM) stake by 2.3% in Q2 2026, buying an estimated $663 and bringing the position to 362 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #824.

Rossby Financial first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.5K in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Rossby Financial held 362 shares of Unum worth $32.4K as of Q2 2026.
  • Rossby Financial bought 8 Unum shares in Q2 2026, an estimated $663.
  • Unum made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #824 holding.
  • Rossby Financial first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Unum position peaked at $45.5K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.