Stifel Financial’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Sell |
149,154
-34,525
| -19% | -$2.58M | 0.01% | 908 |
|
|
2025
Q4 | $14.2M | Sell |
183,679
-8,120
| -4% | -$621K | 0.01% | 787 |
|
|
2025
Q3 | $14.9M | Sell |
191,799
-59,929
| -24% | -$4.49M | 0.01% | 755 |
|
|
2025
Q2 | $20.3M | Buy |
251,728
+47,951
| +24% | +$3.79M | 0.02% | 582 |
|
|
2025
Q1 | $16.6M | Sell |
203,777
-22,024
| -10% | -$1.7M | 0.02% | 634 |
|
|
2024
Q4 | $16.5M | Buy |
225,801
+2,338
| +1% | +$161K | 0.02% | 641 |
|
|
2024
Q3 | $13.3M | Buy |
223,463
+18,540
| +9% | +$1.01M | 0.01% | 755 |
|
|
2024
Q2 | $10.5M | Buy |
204,923
+6,172
| +3% | +$319K | 0.01% | 798 |
|
|
2024
Q1 | $10.7M | Sell |
198,751
-21,938
| -10% | -$1.07M | 0.01% | 789 |
|
|
2023
Q4 | $9.98M | Sell |
220,689
-19,687
| -8% | -$897K | 0.01% | 770 |
|
|
2023
Q3 | $11.8M | Buy |
240,376
+49,345
| +26% | +$2.41M | 0.02% | 653 |
|
|
2023
Q2 | $9.11M | Sell |
191,031
-1,737
| -0.9% | -$75.8K | 0.01% | 751 |
|
|
2023
Q1 | $7.63M | Buy |
192,768
+8,364
| +5% | +$345K | 0.01% | 800 |
|
|
2022
Q4 | $7.57M | Sell |
184,404
-32,073
| -15% | -$1.34M | 0.01% | 780 |
|
|
2022
Q3 | $8.4M | Buy |
216,477
+101,488
| +88% | +$3.71M | 0.01% | 699 |
|
|
2022
Q2 | $3.91M | Buy |
114,989
+58,129
| +102% | +$1.97M | 0.01% | 1091 |
|
|
2022
Q1 | $1.79M | Buy |
56,860
+8,477
| +18% | +$237K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $1.19M | Buy |
48,383
+20,726
| +75% | +$531K | ﹤0.01% | 1988 |
|
|
2021
Q3 | $693K | Sell |
27,657
-5,443
| -16% | -$144K | ﹤0.01% | 2364 |
|
|
2021
Q2 | $941K | Buy |
33,100
+14,230
| +75% | +$418K | ﹤0.01% | 2153 |
|
|
2021
Q1 | $525K | Sell |
18,870
-259
| -1% | -$6.72K | ﹤0.01% | 2456 |
|
|
2020
Q4 | $439K | Sell |
19,129
-229
| -1% | -$4.74K | ﹤0.01% | 2404 |
|
|
2020
Q3 | $326K | Buy |
19,358
+1,072
| +6% | +$19.1K | ﹤0.01% | 2348 |
|
|
2020
Q2 | $304K | Buy |
+18,286
| New | +$289K | ﹤0.01% | 2352 |
|
|
2020
Q1 | – | Sell |
-9,149
| Closed | -$268K | – | 3086 |
|
|
2019
Q4 | $268K | Buy |
+9,149
| New | +$266K | ﹤0.01% | 2598 |
|
|
2019
Q3 | – | Sell |
-14,253
| Closed | -$479K | – | 2978 |
|
|
2019
Q2 | $479K | Buy |
+14,253
| New | +$494K | ﹤0.01% | 2240 |
|
|
2018
Q2 | – | Sell |
-5,183
| Closed | -$252K | – | 2792 |
|
|
2018
Q1 | $252K | Sell |
5,183
-22,831
| -81% | -$1.19M | ﹤0.01% | 2347 |
|
|
2017
Q4 | $1.54M | Sell |
28,014
-2,238
| -7% | -$120K | ﹤0.01% | 1285 |
|
|
2017
Q3 | $1.55M | Sell |
30,252
-5,379
| -15% | -$262K | 0.01% | 1257 |
|
|
2017
Q2 | $1.66M | Buy |
35,631
+9,227
| +35% | +$424K | 0.01% | 1190 |
|
|
2017
Q1 | $1.24M | Buy |
+26,404
| New | +$1.24M | ﹤0.01% | 1333 |
|
|
2015
Q3 | – | Sell |
-12,781
| Closed | -$456K | – | 2374 |
|
|
2015
Q2 | $456K | Buy |
12,781
+3
| +0% | +$105 | ﹤0.01% | 1733 |
|
|
2015
Q1 | $431K | Sell |
12,778
-18
| -0.1% | -$597 | ﹤0.01% | 1697 |
|
|
2014
Q4 | $447K | Sell |
12,796
-56,864
| -82% | -$1.92M | ﹤0.01% | 1670 |
|
|
2014
Q3 | $2.4M | Sell |
69,660
-4,902
| -7% | -$172K | 0.02% | 711 |
|
|
2014
Q2 | $2.59M | Buy |
74,562
+3,291
| +5% | +$112K | 0.02% | 669 |
|
|
2014
Q1 | $2.52M | Buy |
+71,271
| New | +$2.43M | 0.02% | 669 |
|
Other funds holding UNM
VPM
VCM
Stifel Financial's UNM Position: Q1 2026 in Review
Stifel Financial reduced its Unum (UNM) stake by 19% in Q1 2026, selling an estimated $2.58M and leaving 149,154 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #908.
Stifel Financial first reported a position in UNM in Q1 2014 and has held it in 37 quarters since. The position peaked at $20.3M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Stifel Financial held 149,154 shares of Unum worth $10.9M as of Q1 2026.
- Stifel Financial sold 34,525 Unum shares in Q1 2026, an estimated $2.58M.
- Unum made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #908 holding.
- Stifel Financial first reported a position in Unum in Q1 2014 and has held it in 37 quarters since.
- Stifel Financial's Unum position peaked at $20.3M in Q2 2025.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.