Syon Capital’s Unum UNM Stock Holding History

Syon Capital’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	$783K	Buy	8,759 +1,850	+27%	+$153K	0.03%	447
2026 Q1	$505K	Sell	6,909 -1,167	-14%	-$87.1K	0.03%	549
2025 Q4	$626K	Buy	8,076 +3,593	+80%	+$275K	0.03%	477
2025 Q3	$349K	Buy	4,483 +1,092	+32%	+$81.8K	0.02%	605
2025 Q2	$274K	Buy	+3,391	New	+$268K	0.02%	579

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Syon Capital's UNM Position: Q2 2026 in Review

Syon Capital increased its Unum (UNM) stake by 27% in Q2 2026, buying an estimated $153K and bringing the position to 8,759 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #447.

Syon Capital first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Syon Capital held 8,759 shares of Unum worth $783K as of Q2 2026.
Syon Capital bought 1,850 Unum shares in Q2 2026, an estimated $153K.
Unum made up 0.03% of Syon Capital's portfolio in Q2 2026, its #447 holding.
Syon Capital first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.