UMB Bank
UNM icon

UMB Bank’s Unum UNM Stock Holding History

UMB Bank’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
Q3 		$288K Buy
3,278
+36
+1% +$3.26K ﹤0.01% 623
2026
Q2 		$290K Buy
3,242
+147
+5% +$12.2K ﹤0.01% 622
2026
Q1 		$226K Sell
3,095
-971
-24% -$72.5K ﹤0.01% 654
2025
Q4 		$315K Buy
4,066
+273
+7% +$20.9K ﹤0.01% 572
2025
Q3 		$295K Sell
3,793
-223
-6% -$16.7K ﹤0.01% 533
2025
Q2 		$324K Buy
4,016
+168
+4% +$13.3K 0.01% 498
2025
Q1 		$313K Sell
3,848
-236
-6% -$18.2K 0.01% 484
2024
Q4 		$298K Buy
4,084
+319
+8% +$22K ﹤0.01% 490
2024
Q3 		$224K Buy
3,765
+377
+11% +$20.5K ﹤0.01% 552
2024
Q2 		$173K Sell
3,388
-2,978
-47% -$154K ﹤0.01% 588
2024
Q1 		$342K Buy
6,366
+51
+0.8% +$2.49K 0.01% 469
2023
Q4 		$286K Sell
6,315
-39
-0.6% -$1.78K ﹤0.01% 504
2023
Q3 		$313K Hold
6,354
– – 0.01% 474
2023
Q2 		$303K Sell
6,354
-112
-2% -$4.89K ﹤0.01% 494
2023
Q1 		$256K Hold
6,466
– – ﹤0.01% 520
2022
Q4 		$265K Sell
6,466
-44
-0.7% -$1.84K ﹤0.01% 523
2022
Q3 		$253K Hold
6,510
– – ﹤0.01% 551
2022
Q2 		$221K Sell
6,510
-46
-0.7% -$1.56K ﹤0.01% 606
2022
Q1 		$207K Sell
6,556
-160
-2% -$4.47K ﹤0.01% 642
2021
Q4 		$165K Buy
+6,716
New +$172K ﹤0.01% 702

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

UMB Bank's UNM Position: Q3 2026 in Review

UMB Bank increased its Unum (UNM) stake by 1.1% in Q3 2026, buying an estimated $3.26K and bringing the position to 3,278 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

UMB Bank first reported a position in UNM in Q4 2021 and has held it in 20 quarters since. The position peaked at $342K in Q1 2024. 443 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • UMB Bank held 3,278 shares of Unum worth $288K as of Q3 2026.
  • UMB Bank bought 36 Unum shares in Q3 2026, an estimated $3.26K.
  • Unum made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #623 holding.
  • UMB Bank first reported a position in Unum in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Unum position peaked at $342K in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.