TCM
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Triumph Capital Management’s Unum UNM Stock Holding History

Triumph Capital Management’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 		$35.8K Hold
400
– – 0.01% 770
2026
Q1 		$29.2K Hold
400
– – 0.01% 771
2025
Q4 		$31K Buy
+400
New +$30.6K 0.01% 745

Other funds holding UNM

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triumph Capital Management's UNM Position: Q2 2026 in Review

Triumph Capital Management held its Unum (UNM) position steady in Q2 2026 at 400 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #770.

Triumph Capital Management first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Triumph Capital Management held 400 shares of Unum worth $35.8K as of Q2 2026.
  • Triumph Capital Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #770 holding.
  • Triumph Capital Management first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.