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Signet Financial Management’s Unum UNM Stock Holding History

Signet Financial Management’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 		– Sell
-11,460
Closed -$888K – 309
2025
Q4 		$888K Sell
11,460
-443
-4% -$33.9K 0.1% 164
2025
Q3 		$926K Sell
11,903
-318
-3% -$23.8K 0.11% 158
2025
Q2 		$987K Buy
12,221
+931
+8% +$73.5K 0.12% 158
2025
Q1 		$920K Sell
11,290
-763
-6% -$58.8K 0.12% 159
2024
Q4 		$880K Sell
12,053
-562
-4% -$38.7K 0.11% 149
2024
Q3 		$750K Buy
+12,615
New +$685K 0.1% 166
2022
Q1 		– Sell
-107
Closed -$3K – 1280
2021
Q4 		$3K Buy
+107
New +$2.74K ﹤0.01% 1281
2019
Q1 		– Sell
-102,311
Closed -$3.01M – 245
2018
Q4 		$3.01M Sell
102,311
-18,907
-16% -$662K 0.66% 57
2018
Q3 		$4.74M Sell
121,218
-8,790
-7% -$328K 0.83% 37
2018
Q2 		$4.81M Sell
130,008
-2,004
-2% -$83.6K 0.85% 39
2018
Q1 		$6.29M Buy
132,012
+816
+0.6% +$42.6K 1.13% 24
2017
Q4 		$7.2M Buy
131,196
+75
+0.1% +$4.03K 1.34% 20
2017
Q3 		$6.7M Buy
131,121
+6,626
+5% +$323K 1.31% 21
2017
Q2 		$5.8M Buy
124,495
+2,314
+2% +$106K 1.23% 25
2017
Q1 		$5.73M Sell
122,181
-4,816
-4% -$226K 1.25% 26
2016
Q4 		$5.58M Sell
126,997
-6,455
-5% -$258K 1.33% 24
2016
Q3 		$4.71M Sell
133,452
-3,151
-2% -$107K 1.11% 35
2016
Q2 		$4.34M Buy
+136,603
New +$4.62M 1.01% 44

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Signet Financial Management's UNM Position: Q1 2026 in Review

Signet Financial Management sold out of Unum (UNM) in Q1 2026, closing a stake of 11,460 shares — an estimated $888K sold.

Signet Financial Management first reported a position in UNM in Q2 2016 and held it in 18 quarters. The position peaked at $7.2M in Q4 2017. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Signet Financial Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Signet Financial Management sold 11,460 Unum shares in Q1 2026, an estimated $888K.
  • Signet Financial Management first reported a position in Unum in Q2 2016 and held it in 18 quarters.
  • Signet Financial Management's Unum position peaked at $7.2M in Q4 2017.
  • 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.