AF
UNM icon

Allworth Financial’s Unum UNM Stock Holding History

Allworth Financial’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 		$500K Buy
5,588
+1,455
+35% +$121K ﹤0.01% 983
2026
Q1 		$302K Sell
4,133
-863
-17% -$64.4K ﹤0.01% 1182
2025
Q4 		$387K Sell
4,996
-39
-0.8% -$2.98K ﹤0.01% 1037
2025
Q3 		$392K Buy
5,035
+485
+11% +$36.3K ﹤0.01% 985
2025
Q2 		$367K Buy
4,550
+2,322
+104% +$183K ﹤0.01% 938
2025
Q1 		$177K Buy
2,228
+8
+0.4% +$617 ﹤0.01% 991
2024
Q4 		$167K Buy
2,220
+21
+1% +$1.45K ﹤0.01% 1014
2024
Q3 		$131K Sell
2,199
-898
-29% -$48.8K ﹤0.01% 962
2024
Q2 		$166K Buy
3,097
+22
+0.7% +$1.14K ﹤0.01% 879
2024
Q1 		$165K Buy
3,075
+253
+9% +$12.3K ﹤0.01% 843
2023
Q4 		$128K Buy
2,822
+352
+14% +$16K ﹤0.01% 860
2023
Q3 		$121K Buy
2,470
+14
+0.6% +$684 ﹤0.01% 813
2023
Q2 		$117K Buy
2,456
+596
+32% +$26K ﹤0.01% 841
2023
Q1 		$73.6K Buy
1,860
+1,235
+198% +$51K ﹤0.01% 949
2022
Q4 		$25.6K Sell
625
-218
-26% -$9.13K ﹤0.01% 1249
2022
Q3 		$33K Buy
843
+361
+75% +$13.2K ﹤0.01% 1110
2022
Q2 		$16K Buy
482
+374
+346% +$12.7K ﹤0.01% 1343
2022
Q1 		$3K Buy
108
+85
+370% +$2.38K ﹤0.01% 1747
2021
Q4 		$1K Buy
23
+15
+188% +$384 ﹤0.01% 1868
2021
Q3 		$0 Buy
+8
New +$212 ﹤0.01% 1983

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's UNM Position: Q2 2026 in Review

Allworth Financial increased its Unum (UNM) stake by 35% in Q2 2026, buying an estimated $121K and bringing the position to 5,588 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Allworth Financial first reported a position in UNM in Q3 2021 and has held it in 20 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Allworth Financial held 5,588 shares of Unum worth $500K as of Q2 2026.
  • Allworth Financial bought 1,455 Unum shares in Q2 2026, an estimated $121K.
  • Unum made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #983 holding.
  • Allworth Financial first reported a position in Unum in Q3 2021 and has held it in 20 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.