RAFFA WEALTH MANAGEMENT, LLC’s Unum UNM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$358	Buy	4 +1	+33%	+$83	﹤0.01%	1212
2026 Q1	$219	Buy	+3	New	+$224	﹤0.01%	1162
2019 Q1	–	Sell	-68	Closed	-$2K	–	745
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	356
2018 Q3	$2.66K	Buy	68 +51	+300%	+$1.9K	﹤0.01%	339
2018 Q2	$629	Hold	17	–	–	﹤0.01%	717
2018 Q1	$809	Buy	+17	New	+$888	﹤0.01%	681
2017 Q1	–	Sell	-18	Closed	-$791	–	840
2016 Q4	$791	Hold	18	–	–	﹤0.01%	518
2016 Q3	$636	Hold	18	–	–	﹤0.01%	615
2016 Q2	$572	Hold	18	–	–	﹤0.01%	621
2016 Q1	$557	Hold	18	–	–	﹤0.01%	644
2015 Q4	$599	Hold	18	–	–	﹤0.01%	602
2015 Q3	$577	Hold	18	–	–	﹤0.01%	605
2015 Q2	$644	Hold	18	–	–	﹤0.01%	573
2015 Q1	$607	Hold	18	–	–	﹤0.01%	600
2014 Q4	$628	Hold	18	–	–	﹤0.01%	562
2014 Q3	$619	Buy	+18	New	+$633	﹤0.01%	504
2014 Q1	–	Sell	-18	Closed	-$628	–	720
2013 Q4	$628	Buy	+18	New	+$589	﹤0.01%	562

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

YIH

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

RAFFA WEALTH MANAGEMENT, LLC's UNM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Unum (UNM) stake by 33% in Q2 2026, buying an estimated $83 and bringing the position to 4 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UNM in Q4 2013 and has held it in 17 quarters since. The position peaked at $2.66K in Q3 2018. 213 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 4 shares of Unum worth $358 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 Unum share in Q2 2026, an estimated $83.
Unum made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1212 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Unum in Q4 2013 and has held it in 17 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Unum position peaked at $2.66K in Q3 2018.
213 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.