SageView Advisory Group’s Unum UNM Stock Holding History

SageView Advisory Group’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	$353K	Sell	3,949 -356	-8%	-$29.5K	0.01%	450
2026 Q1	$314K	Sell	4,305 -319	-7%	-$23.8K	0.01%	459
2025 Q4	$358K	Sell	4,624 -243	-5%	-$18.6K	0.01%	431
2025 Q3	$379K	Sell	4,867 -82	-2%	-$6.14K	0.01%	446
2025 Q2	$396K	Buy	4,949 +172	+4%	+$13.6K	0.02%	421
2025 Q1	$389K	Buy	4,777 +339	+8%	+$26.1K	0.02%	398
2024 Q4	$324K	Sell	4,438 -330	-7%	-$22.8K	0.01%	440
2024 Q3	$283K	Sell	4,768 -308	-6%	-$16.7K	0.01%	412
2024 Q2	$259K	Buy	+5,076	New	+$263K	0.01%	469
2024 Q1	–	Sell	-8,128	Closed	-$389K	–	809
2023 Q4	$389K	Buy	8,128 +1,017	+14%	+$46.3K	0.02%	448
2023 Q3	$350K	Sell	7,111 -537	-7%	-$26.3K	0.02%	389
2023 Q2	$365K	Buy	+7,648	New	+$334K	0.02%	408

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SageView Advisory Group's UNM Position: Q2 2026 in Review

SageView Advisory Group reduced its Unum (UNM) stake by 8.3% in Q2 2026, selling an estimated $29.5K and leaving 3,949 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #450.

SageView Advisory Group first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $396K in Q2 2025. 445 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

SageView Advisory Group held 3,949 shares of Unum worth $353K as of Q2 2026.
SageView Advisory Group sold 356 Unum shares in Q2 2026, an estimated $29.5K.
Unum made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #450 holding.
SageView Advisory Group first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
SageView Advisory Group's Unum position peaked at $396K in Q2 2025.
445 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.