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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
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

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

UMB Bank's UNM Position: Q2 2026 in Review

UMB Bank increased its Unum (UNM) stake by 4.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,242 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

UMB Bank first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. The position peaked at $342K in Q1 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • UMB Bank held 3,242 shares of Unum worth $290K as of Q2 2026.
  • UMB Bank bought 147 Unum shares in Q2 2026, an estimated $12.2K.
  • Unum made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #622 holding.
  • UMB Bank first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Unum position peaked at $342K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.