WBC
UNM icon

West Branch Capital’s Unum UNM Stock Holding History

West Branch 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
Q2 		$242K Hold
2,709
– – 0.06% 75
2026
Q1 		$198K Hold
2,709
– – 0.05% 79
2025
Q4 		$210K Hold
2,709
– – 0.05% 82
2025
Q3 		$211K Hold
2,709
– – 0.06% 89
2025
Q2 		$219K Hold
2,709
– – 0.06% 83
2025
Q1 		$221K Hold
2,709
– – 0.07% 78
2024
Q4 		$198K Hold
2,709
– – 0.06% 87
2024
Q3 		$161K Hold
2,709
– – 0.06% 94
2024
Q2 		$138K Hold
2,709
– – 0.05% 101
2024
Q1 		$145K Hold
2,709
– – 0.06% 99
2023
Q4 		$123K Hold
2,709
– – 0.06% 98
2023
Q3 		$133K Hold
2,709
– – 0.07% 93
2023
Q2 		$129K Hold
2,709
– – 0.06% 101
2023
Q1 		$107K Hold
2,709
– – 0.06% 113
2022
Q4 		$111K Hold
2,709
– – 0.07% 115
2022
Q3 		$105K Hold
2,709
– – 0.07% 109
2022
Q2 		$92K Hold
2,709
– – 0.05% 126
2022
Q1 		$85K Hold
2,709
– – 0.04% 144
2021
Q4 		$67K Hold
2,709
– – 0.03% 182
2021
Q3 		$68K Hold
2,709
– – 0.03% 165
2021
Q2 		$77K Buy
+2,709
New +$79.6K 0.04% 162

Other funds holding UNM

Swedbank
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

West Branch Capital's UNM Position: Q2 2026 in Review

West Branch Capital held its Unum (UNM) position steady in Q2 2026 at 2,709 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #75.

West Branch Capital first reported a position in UNM in Q2 2021 and has held it in 21 quarters since. 140 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • West Branch Capital held 2,709 shares of Unum worth $242K as of Q2 2026.
  • West Branch Capital left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.06% of West Branch Capital's portfolio in Q2 2026, its #75 holding.
  • West Branch Capital first reported a position in Unum in Q2 2021 and has held it in 21 quarters since.
  • 140 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.