Rossby Financial
UNM icon

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
Q3 		$24.8K Sell
283
-79
-22% -$7.16K ﹤0.01% 1180
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Rossby Financial's UNM Position: Q3 2026 in Review

Rossby Financial reduced its Unum (UNM) stake by 22% in Q3 2026, selling an estimated $7.16K and leaving 283 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Rossby Financial first reported a position in UNM in Q1 2025 and has held it in 7 quarters since. The position peaked at $45.5K in Q1 2025. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Rossby Financial held 283 shares of Unum worth $24.8K as of Q3 2026.
  • Rossby Financial sold 79 Unum shares in Q3 2026, an estimated $7.16K.
  • Unum made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1180 holding.
  • Rossby Financial first reported a position in Unum in Q1 2025 and has held it in 7 quarters since.
  • Rossby Financial's Unum position peaked at $45.5K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.