WPC
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Wedmont Private Capital’s Unum UNM Stock Holding History

Wedmont Private Capital’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 		$1.17M Buy
12,592
+629
+5% +$57K 0.03% 345
2026
Q2 		$1.05M Buy
11,963
+250
+2% +$20.7K 0.03% 334
2026
Q1 		$908K Buy
11,713
+395
+3% +$29.5K 0.03% 344
2025
Q4 		$887K Buy
11,318
+82
+0.7% +$6.27K 0.03% 320
2025
Q3 		$879K Sell
11,236
-1,055
-9% -$79.1K 0.03% 307
2025
Q2 		$974K Buy
12,291
+70
+0.6% +$5.53K 0.04% 267
2025
Q1 		$920K Buy
12,221
+1,022
+9% +$78.8K 0.05% 240
2024
Q4 		$804K Buy
11,199
+538
+5% +$37.1K 0.04% 271
2024
Q3 		$652K Buy
10,661
+881
+9% +$47.8K 0.04% 298
2024
Q2 		$508K Buy
9,780
+4,434
+83% +$229K 0.03% 338
2024
Q1 		$276K Buy
5,346
+691
+15% +$33.7K 0.02% 475
2023
Q4 		$213K Buy
4,655
+274
+6% +$12.5K 0.02% 516
2023
Q3 		$218K Buy
+4,381
New +$214K 0.02% 456

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Wedmont Private Capital's UNM Position: Q3 2026 in Review

Wedmont Private Capital increased its Unum (UNM) stake by 5.3% in Q3 2026, buying an estimated $57K and bringing the position to 12,592 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #345.

Wedmont Private Capital first reported a position in UNM in Q3 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Wedmont Private Capital held 12,592 shares of Unum worth $1.17M as of Q3 2026.
  • Wedmont Private Capital bought 629 Unum shares in Q3 2026, an estimated $57K.
  • Unum made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #345 holding.
  • Wedmont Private Capital first reported a position in Unum in Q3 2023 and has held it in 13 quarters since.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.