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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
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 $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

Rossby Financial's UNM Position: Q1 2026 in Review

Rossby Financial increased its Unum (UNM) stake by 46% in Q1 2026, buying an estimated $8.36K and bringing the position to 354 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #926.

Rossby Financial first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.5K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Rossby Financial held 354 shares of Unum worth $26.1K as of Q1 2026.
  • Rossby Financial bought 112 Unum shares in Q1 2026, an estimated $8.36K.
  • Unum made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #926 holding.
  • Rossby Financial first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Unum position peaked at $45.5K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.