SS
UNM icon

SBI Securities’s Unum UNM Stock Holding History

SBI Securities’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 		$82.8K Sell
926
-31
-3% -$2.57K ﹤0.01% 987
2026
Q1 		$69.9K Buy
957
+41
+4% +$3.06K ﹤0.01% 970
2025
Q4 		$71K Sell
916
-254
-22% -$19.4K ﹤0.01% 958
2025
Q3 		$91K Buy
1,170
+40
+4% +$3K ﹤0.01% 876
2025
Q2 		$91.3K Buy
1,130
+120
+12% +$9.48K ﹤0.01% 842
2025
Q1 		$82.3K Sell
1,010
-231
-19% -$17.8K ﹤0.01% 813
2024
Q4 		$90.6K Buy
+1,241
New +$85.6K ﹤0.01% 786

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

SBI Securities's UNM Position: Q2 2026 in Review

SBI Securities reduced its Unum (UNM) stake by 3.2% in Q2 2026, selling an estimated $2.57K and leaving 926 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

SBI Securities first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.3K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • SBI Securities held 926 shares of Unum worth $82.8K as of Q2 2026.
  • SBI Securities sold 31 Unum shares in Q2 2026, an estimated $2.57K.
  • Unum made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #987 holding.
  • SBI Securities first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Unum position peaked at $91.3K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.