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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
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
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

Syon Capital's UNM Position: Q1 2026 in Review

Syon Capital reduced its Unum (UNM) stake by 14% in Q1 2026, selling an estimated $87.1K and leaving 6,909 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #549.

Syon Capital first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $626K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Syon Capital held 6,909 shares of Unum worth $505K as of Q1 2026.
  • Syon Capital sold 1,167 Unum shares in Q1 2026, an estimated $87.1K.
  • Unum made up 0.03% of Syon Capital's portfolio in Q1 2026, its #549 holding.
  • Syon Capital first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Unum position peaked at $626K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.