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 Q2	$461K	Buy	5,155 +1,309	+34%	+$108K	0.01%	825
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Brighton Jones LLC's UNM Position: Q2 2026 in Review

Brighton Jones LLC increased its Unum (UNM) stake by 34% in Q2 2026, buying an estimated $108K and bringing the position to 5,155 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #825.

Brighton Jones LLC first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Brighton Jones LLC held 5,155 shares of Unum worth $461K as of Q2 2026.
Brighton Jones LLC bought 1,309 Unum shares in Q2 2026, an estimated $108K.
Unum made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #825 holding.
Brighton Jones LLC first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.