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Stephens Inc’s Unum UNM Stock Holding History

Stephens Inc’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 		$1.49M Buy
19,375
+2,996
+18% +$224K 0.02% 546
2025
Q4 		$1.35M Sell
16,379
-220
-1% -$16.8K 0.02% 568
2025
Q3 		$1.34M Sell
16,599
-345
-2% -$25.9K 0.02% 571
2025
Q2 		$1.37M Sell
16,944
-715
-4% -$56.5K 0.02% 549
2025
Q1 		$1.44M Sell
17,659
-407
-2% -$31.4K 0.02% 542
2024
Q4 		$1.32M Sell
18,066
-850
-4% -$58.6K 0.02% 534
2024
Q3 		$1.12M Sell
18,916
-71
-0.4% -$3.86K 0.02% 572
2024
Q2 		$970K Sell
18,987
-332
-2% -$17.2K 0.01% 600
2024
Q1 		$1.04M Sell
19,319
-483
-2% -$23.5K 0.02% 565
2023
Q4 		$895K Buy
19,802
+154
+0.8% +$7.01K 0.02% 562
2023
Q3 		$966K Sell
19,648
-334
-2% -$16.3K 0.02% 521
2023
Q2 		$953K Sell
19,982
-2,023
-9% -$88.3K 0.02% 565
2023
Q1 		$871K Sell
22,005
-2,325
-10% -$96K 0.02% 563
2022
Q4 		$998K Sell
24,330
-1,413
-5% -$59.2K 0.02% 509
2022
Q3 		$999K Sell
25,743
-1,538
-6% -$56.3K 0.02% 520
2022
Q2 		$928K Sell
27,281
-3,976
-13% -$135K 0.02% 547
2022
Q1 		$985K Sell
31,257
-8,239
-21% -$230K 0.02% 596
2021
Q4 		$970K Sell
39,496
-2,950
-7% -$75.5K 0.01% 642
2021
Q3 		$1.06M Buy
42,446
+12,415
+41% +$329K 0.02% 631
2021
Q2 		$853K Buy
30,031
+8,226
+38% +$242K 0.01% 717
2021
Q1 		$607K Sell
21,805
-1,095
-5% -$28.4K 0.01% 782
2020
Q4 		$525K Sell
22,900
-107
-0.5% -$2.21K 0.01% 755
2020
Q3 		$387K Sell
23,007
-270
-1% -$4.8K 0.01% 803
2020
Q2 		$386K Sell
23,277
-5,427
-19% -$85.6K 0.01% 763
2020
Q1 		$431K Sell
28,704
-934
-3% -$22.5K 0.01% 688
2019
Q4 		$864K Buy
29,638
+59
+0.2% +$1.72K 0.02% 592
2019
Q3 		$879K Sell
29,579
-1,479
-5% -$43.9K 0.02% 588
2019
Q2 		$1.04M Buy
31,058
+212
+0.7% +$7.34K 0.02% 568
2019
Q1 		$1.04M Buy
30,846
+171
+0.6% +$5.95K 0.02% 565
2018
Q4 		$901K Buy
30,675
+2,182
+8% +$76.4K 0.03% 545
2018
Q3 		$1.11M Buy
28,493
+1,847
+7% +$68.9K 0.03% 540
2018
Q2 		$986K Buy
26,646
+6,136
+30% +$256K 0.03% 476
2018
Q1 		$976K Buy
20,510
+1,314
+7% +$68.7K 0.04% 399
2017
Q4 		$1.05M Sell
19,196
-813
-4% -$43.6K 0.04% 361
2017
Q3 		$1.02M Sell
20,009
-606
-3% -$29.6K 0.04% 377
2017
Q2 		$961K Buy
20,615
+1,122
+6% +$51.6K 0.03% 444
2017
Q1 		$914K Sell
19,493
-38,096
-66% -$1.78M 0.03% 438
2016
Q4 		$2.53M Buy
57,589
+2,153
+4% +$86.1K 0.1% 231
2016
Q3 		$1.96M Sell
55,436
-527
-0.9% -$17.8K 0.09% 245
2016
Q2 		$1.78M Buy
55,963
+34,082
+156% +$1.15M 0.08% 263
2016
Q1 		$677K Buy
21,881
+2,054
+10% +$60.3K 0.03% 407
2015
Q4 		$660K Sell
19,827
-522
-3% -$18K 0.03% 382
2015
Q3 		$653K Sell
20,349
-27,673
-58% -$953K 0.03% 391
2015
Q2 		$1.72M Buy
48,022
+26,017
+118% +$910K 0.08% 266
2015
Q1 		$742K Sell
22,005
-1,289
-6% -$42.8K 0.03% 421
2014
Q4 		$812K Sell
23,294
-19,481
-46% -$658K 0.04% 392
2014
Q3 		$1.47M Buy
42,775
+1,820
+4% +$64K 0.07% 279
2014
Q2 		$1.42M Buy
40,955
+950
+2% +$32.4K 0.07% 271
2014
Q1 		$1.41M Buy
40,005
+16,566
+71% +$565K 0.08% 265
2013
Q4 		$822K Sell
23,439
-68
-0.3% -$2.23K 0.04% 377
2013
Q3 		$716K Sell
23,507
-382
-2% -$11.7K 0.04% 384
2013
Q2 		$702K Buy
+23,889
New +$665K 0.04% 363

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

Stephens Inc's UNM Position: Q1 2026 in Review

Stephens Inc increased its Unum (UNM) stake by 18% in Q1 2026, buying an estimated $224K and bringing the position to 19,375 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #546.

Stephens Inc first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.53M in Q4 2016. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Stephens Inc held 19,375 shares of Unum worth $1.49M as of Q1 2026.
  • Stephens Inc bought 2,996 Unum shares in Q1 2026, an estimated $224K.
  • Unum made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #546 holding.
  • Stephens Inc first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's Unum position peaked at $2.53M in Q4 2016.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.