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Transamerica Financial Advisors’s Unum UNM Stock Holding History

Transamerica Financial Advisors’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 		$8.32K Buy
93
+8
+9% +$663 ﹤0.01% 1026
2026
Q1 		$6.21K Sell
85
-2
-2% -$149 ﹤0.01% 1005
2025
Q4 		$6.75K Hold
87
– – ﹤0.01% 911
2025
Q3 		$6.7K Buy
+87
New +$6.52K ﹤0.01% 810
2014
Q1 		– Sell
-400
Closed -$15K – 675
2013
Q4 		$15K Hold
400
– – ﹤0.01% 436
2013
Q3 		$13K Hold
400
– – ﹤0.01% 419
2013
Q2 		$12K Buy
+400
New +$11.1K ﹤0.01% 401

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

Transamerica Financial Advisors's UNM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Unum (UNM) stake by 9.4% in Q2 2026, buying an estimated $663 and bringing the position to 93 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Transamerica Financial Advisors first reported a position in UNM in Q2 2013 and has held it in 7 quarters since. The position peaked at $15K in Q4 2013. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Transamerica Financial Advisors held 93 shares of Unum worth $8.32K as of Q2 2026.
  • Transamerica Financial Advisors bought 8 Unum shares in Q2 2026, an estimated $663.
  • Unum made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1026 holding.
  • Transamerica Financial Advisors first reported a position in Unum in Q2 2013 and has held it in 7 quarters since.
  • Transamerica Financial Advisors's Unum position peaked at $15K in Q4 2013.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.