SPL
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Superior Planning, LLC’s Unum UNM Stock Holding History

Superior Planning, LLC’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 		$1.14K Buy
+13
New +$1.18K ﹤0.01% 1726

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Superior Planning, LLC's UNM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Unum (UNM) in Q3 2026: 13 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

513 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Superior Planning, LLC held 13 shares of Unum worth $1.14K as of Q3 2026.
  • Unum was a new Superior Planning, LLC position in Q3 2026.
  • Unum made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1726 holding.
  • 513 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.