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 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 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 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. 136 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.
136 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.