BJL
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Brighton Jones LLC’s Unum UNM Stock Holding History

Brighton Jones 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
Q1 		$281K Buy
+3,846
New +$287K 0.01% 958
2025
Q4 		– Sell
-5,314
Closed -$413K – 895
2025
Q3 		$413K Buy
5,314
+1,945
+58% +$146K 0.01% 692
2025
Q2 		$272K Buy
3,369
+83
+3% +$6.56K 0.01% 768
2025
Q1 		$268K Sell
3,286
-99
-3% -$7.63K 0.01% 574
2024
Q4 		$247K Buy
+3,385
New +$233K 0.01% 584

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Brighton Jones LLC's UNM Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Unum (UNM) in Q1 2026: 3,846 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in UNM as recently as Q3 2025.

Brighton Jones LLC first reported a position in UNM in Q4 2024 and has held it in 5 quarters since. The position peaked at $413K in Q3 2025. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Brighton Jones LLC held 3,846 shares of Unum worth $281K as of Q1 2026.
  • Unum was a new Brighton Jones LLC position in Q1 2026.
  • Unum made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #958 holding.
  • Brighton Jones LLC first reported a position in Unum in Q4 2024 and has held it in 5 quarters since.
  • Brighton Jones LLC's Unum position peaked at $413K in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.