YCM
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Yousif Capital Management’s Unum UNM Stock Holding History

Yousif Capital Management’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 		$3.84M Sell
42,941
-4,237
-9% -$351K 0.04% 401
2026
Q1 		$3.45M Sell
47,178
-2,780
-6% -$208K 0.04% 423
2025
Q4 		$3.77M Sell
49,958
-1,994
-4% -$152K 0.04% 406
2025
Q3 		$4.04M Sell
51,952
-5,272
-9% -$395K 0.04% 398
2025
Q2 		$4.62M Sell
57,224
-2,741
-5% -$216K 0.05% 343
2025
Q1 		$4.88M Sell
59,965
-2,751
-4% -$212K 0.06% 318
2024
Q4 		$4.58M Sell
62,716
-3,380
-5% -$233K 0.05% 347
2024
Q3 		$3.93M Sell
66,096
-11,777
-15% -$640K 0.04% 411
2024
Q2 		$3.98M Sell
77,873
-8,655
-10% -$448K 0.05% 398
2024
Q1 		$4.64M Sell
86,528
-2,827
-3% -$138K 0.05% 370
2023
Q4 		$4.04M Sell
89,355
-328
-0.4% -$14.9K 0.05% 409
2023
Q3 		$4.41M Sell
89,683
-5,740
-6% -$281K 0.06% 343
2023
Q2 		$4.55M Sell
95,423
-5,241
-5% -$229K 0.06% 348
2023
Q1 		$3.98M Sell
100,664
-1,895
-2% -$78.3K 0.05% 401
2022
Q4 		$4.21M Sell
102,559
-1,289
-1% -$54K 0.06% 366
2022
Q3 		$4.03M Sell
103,848
-18,896
-15% -$691K 0.06% 349
2022
Q2 		$4.18M Buy
122,744
+2,890
+2% +$97.8K 0.06% 358
2022
Q1 		$3.78M Buy
119,854
+3,304
+3% +$92.3K 0.04% 501
2021
Q4 		$2.86M Buy
+116,550
New +$2.98M 0.03% 714

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

Yousif Capital Management's UNM Position: Q2 2026 in Review

Yousif Capital Management reduced its Unum (UNM) stake by 9% in Q2 2026, selling an estimated $351K and leaving 42,941 shares worth $3.84M. The position accounts for 0.04% of the portfolio, ranked #401.

Yousif Capital Management first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.88M in Q1 2025. 135 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Yousif Capital Management held 42,941 shares of Unum worth $3.84M as of Q2 2026.
  • Yousif Capital Management sold 4,237 Unum shares in Q2 2026, an estimated $351K.
  • Unum made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #401 holding.
  • Yousif Capital Management first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Unum position peaked at $4.88M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.