Vest Financial’s Unum UNM Stock Holding History

Vest Financial’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	$20.5M	Sell	228,993 -164,717	-42%	-$13.6M	0.21%	136
2026 Q1	$28.8M	Sell	393,710 -125,664	-24%	-$9.38M	0.35%	118
2025 Q4	$40.3M	Sell	519,374 -134,153	-21%	-$10.3M	0.51%	104
2025 Q3	$50.8M	Buy	653,527 +33,807	+5%	+$2.53M	0.66%	75
2025 Q2	$50M	Sell	619,720 -7,862	-1%	-$621K	0.71%	71
2025 Q1	$51.1M	Buy	627,582 +593,479	+1,740%	+$45.8M	0.79%	56
2024 Q4	$2.49M	Buy	34,103 +7,944	+30%	+$548K	0.04%	143
2024 Q3	$1.55M	Buy	26,159 +4,389	+20%	+$238K	0.03%	143
2024 Q2	$1.11M	Buy	21,770 +5,887	+37%	+$305K	0.03%	159
2024 Q1	$852K	Buy	15,883 +10,447	+192%	+$509K	0.02%	193
2023 Q4	$246K	Buy	+5,436	New	+$248K	0.01%	145

Other funds holding UNM

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial's UNM Position: Q2 2026 in Review

Vest Financial reduced its Unum (UNM) stake by 42% in Q2 2026, selling an estimated $13.6M and leaving 228,993 shares worth $20.5M. The position accounts for 0.21% of the portfolio, ranked #136.

Vest Financial first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.1M in Q1 2025. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Vest Financial held 228,993 shares of Unum worth $20.5M as of Q2 2026.
Vest Financial sold 164,717 Unum shares in Q2 2026, an estimated $13.6M.
Unum made up 0.21% of Vest Financial's portfolio in Q2 2026, its #136 holding.
Vest Financial first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
Vest Financial's Unum position peaked at $51.1M in Q1 2025.
266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.