James T. Borello RIA
UNM icon

James T. Borello RIA’s Unum UNM Stock Holding History

James T. Borello RIA’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 		$4.12K Buy
47
+2
+4% +$181 ﹤0.01% 827
2026
Q2 		$4.02K Hold
45
– – ﹤0.01% 837
2026
Q1 		$3.29K Hold
45
– – ﹤0.01% 852
2025
Q4 		$3.49K Sell
45
-1
-2% -$76 ﹤0.01% 664
2025
Q3 		$3.58K Buy
+46
New +$3.45K ﹤0.01% 573

Other funds holding UNM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

James T. Borello RIA's UNM Position: Q3 2026 in Review

James T. Borello RIA increased its Unum (UNM) stake by 4.4% in Q3 2026, buying an estimated $181 and bringing the position to 47 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

James T. Borello RIA first reported a position in UNM in Q3 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • James T. Borello RIA held 47 shares of Unum worth $4.12K as of Q3 2026.
  • James T. Borello RIA bought 2 Unum shares in Q3 2026, an estimated $181.
  • Unum made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #827 holding.
  • James T. Borello RIA first reported a position in Unum in Q3 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.