B. Riley Wealth Advisors’s Unum UNM Stock Holding History

B. Riley Wealth Advisors’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
2025 Q2	–	Sell	-3,445	Closed	-$281K	–	1366
2025 Q1	$281K	Buy	3,445 +310	+10%	+$23.9K	0.01%	1003
2024 Q4	$229K	Sell	3,135 -1,019	-25%	-$70.3K	0.01%	982
2024 Q3	$247K	Sell	4,154 -239	-5%	-$13K	0.01%	1048
2024 Q2	$225K	Sell	4,393 -8,370	-66%	-$433K	0.01%	1171
2024 Q1	$628K	Buy	12,763 +8,131	+176%	+$396K	0.02%	690
2023 Q4	$209K	Sell	4,632 -8,131	-64%	-$370K	0.01%	1235
2023 Q3	$628K	Buy	12,763 +1,074	+9%	+$52.5K	0.02%	690
2023 Q2	$558K	Buy	11,689 +777	+7%	+$33.9K	0.01%	797
2023 Q1	$432K	Buy	10,912 +151	+1%	+$6.24K	0.01%	868
2022 Q4	$442K	Sell	10,761 -146	-1%	-$6.12K	0.01%	844
2022 Q3	$423K	Buy	+10,907	New	+$399K	0.01%	833

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's UNM Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Unum (UNM) in Q2 2025, closing a stake of 3,445 shares — an estimated $281K sold.

B. Riley Wealth Advisors first reported a position in UNM in Q3 2022 and held it in 11 quarters. The position peaked at $628K in Q1 2024. 735 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,445 Unum shares in Q2 2025, an estimated $281K.
B. Riley Wealth Advisors first reported a position in Unum in Q3 2022 and held it in 11 quarters.
B. Riley Wealth Advisors's Unum position peaked at $628K in Q1 2024.
735 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.