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Syverson Strege & Co’s Unum UNM Stock Holding History

Syverson Strege & Co’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 		$231K Buy
+2,588
New +$214K 0.05% 159
2023
Q2 		– Sell
-119
Closed -$4.7K – 588
2023
Q1 		$4.7K Buy
119
+30
+34% +$1.24K ﹤0.01% 350
2022
Q4 		$3.66K Buy
89
+1
+1% +$42 ﹤0.01% 240
2022
Q3 		$3K Hold
88
– – ﹤0.01% 240
2022
Q2 		$3K Buy
88
+1
+1% +$34 ﹤0.01% 285
2022
Q1 		$3K Buy
87
+1
+1% +$28 ﹤0.01% 266
2021
Q4 		$2K Buy
86
+1
+1% +$26 ﹤0.01% 276
2021
Q3 		$2K Buy
85
+1
+1% +$26 ﹤0.01% 414
2021
Q2 		$2K Buy
84
+1
+1% +$29 ﹤0.01% 251
2021
Q1 		$2K Buy
83
+1
+1% +$26 ﹤0.01% 243
2020
Q4 		$2K Buy
+82
New +$1.7K ﹤0.01% 223

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 $3.38T AUM 44.17% 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

Syverson Strege & Co's UNM Position: Q2 2026 in Review

Syverson Strege & Co opened a new position in Unum (UNM) in Q2 2026: 2,588 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in UNM as recently as Q1 2023.

Syverson Strege & Co first reported a position in UNM in Q4 2020 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Syverson Strege & Co held 2,588 shares of Unum worth $231K as of Q2 2026.
  • Unum was a new Syverson Strege & Co position in Q2 2026.
  • Unum made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #159 holding.
  • Syverson Strege & Co first reported a position in Unum in Q4 2020 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.