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Sage Rhino Capital’s Unum UNM Stock Holding History

Sage Rhino Capital’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 		$262K Buy
3,587
+108
+3% +$8.06K 0.05% 220
2025
Q4 		$270K Buy
3,479
+50
+1% +$3.82K 0.05% 214
2025
Q3 		$267K Buy
3,429
+5
+0.1% +$375 0.05% 208
2025
Q2 		$277K Sell
3,424
-49
-1% -$3.87K 0.06% 187
2025
Q1 		$283K Sell
3,473
-62
-2% -$4.78K 0.07% 173
2024
Q4 		$258K Sell
3,535
-131
-4% -$9.03K 0.06% 189
2024
Q3 		$218K Buy
+3,666
New +$199K 0.05% 233

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

Sage Rhino Capital's UNM Position: Q1 2026 in Review

Sage Rhino Capital increased its Unum (UNM) stake by 3.1% in Q1 2026, buying an estimated $8.06K and bringing the position to 3,587 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #220.

Sage Rhino Capital first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $283K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Sage Rhino Capital held 3,587 shares of Unum worth $262K as of Q1 2026.
  • Sage Rhino Capital bought 108 Unum shares in Q1 2026, an estimated $8.06K.
  • Unum made up 0.05% of Sage Rhino Capital's portfolio in Q1 2026, its #220 holding.
  • Sage Rhino Capital first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • Sage Rhino Capital's Unum position peaked at $283K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.