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SVB Wealth’s Unum UNM Stock Holding History

SVB Wealth’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 		$442K Buy
4,942
+3
+0.1% +$249 0.03% 282
2026
Q1 		$361K Buy
4,939
+75
+2% +$5.6K 0.02% 304
2025
Q4 		$377K Buy
+4,864
New +$372K 0.02% 303
2025
Q2 		– Sell
-2,867
Closed -$234K – 1559
2025
Q1 		$234K Buy
2,867
+79
+3% +$6.09K 0.01% 292
2024
Q4 		$204K Buy
+2,788
New +$192K ﹤0.01% 683
2024
Q2 		– Sell
-4,308
Closed -$231K – 819
2024
Q1 		$231K Sell
4,308
-577
-12% -$28.1K 0.01% 713
2023
Q4 		$221K Buy
4,885
+16
+0.3% +$729 0.01% 737
2023
Q3 		$240K Sell
4,869
-1,525
-24% -$74.5K 0.01% 688
2023
Q2 		$305K Buy
6,394
+394
+7% +$17.2K 0.01% 668
2023
Q1 		$237K Buy
+6,000
New +$248K ﹤0.01% 822
2022
Q4 		– Sell
-5,579
Closed -$217K – 1096
2022
Q3 		$217K Buy
+5,579
New +$204K ﹤0.01% 825

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

SVB Wealth's UNM Position: Q2 2026 in Review

SVB Wealth increased its Unum (UNM) stake by 0.06% in Q2 2026, buying an estimated $249 and bringing the position to 4,942 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #282.

SVB Wealth first reported a position in UNM in Q3 2022 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • SVB Wealth held 4,942 shares of Unum worth $442K as of Q2 2026.
  • SVB Wealth bought 3 Unum shares in Q2 2026, an estimated $249.
  • Unum made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #282 holding.
  • SVB Wealth first reported a position in Unum in Q3 2022 and has held it in 11 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.