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BOLTON SECURITIES CORPORATION’s Unum UNM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$706K Buy
+9,661
New +$721K 0.03% 441
2025
Q3 		$953K Buy
+12,253
New +$918K 0.05% 372
2025
Q1 		$1.01M Buy
+12,455
New +$960K 0.06% 334

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UNM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Unum (UNM) in Q1 2026: 9,661 shares worth $706K. The stake represents 0.03% of the portfolio and ranks #441 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UNM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UNM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2025. 706 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 9,661 shares of Unum worth $706K as of Q1 2026.
  • Unum was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Unum made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #441 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Unum in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Unum position peaked at $1.01M in Q1 2025.
  • 706 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.