CFFP
UNM icon

Center for Financial Planning’s Unum UNM Stock Holding History

Center for Financial Planning’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 		$115K Buy
1,287
+109
+9% +$9.03K 0.01% 225
2026
Q1 		$86K Sell
1,178
-56
-5% -$4.18K 0.01% 250
2025
Q4 		$95.6K Buy
1,234
+190
+18% +$14.5K 0.01% 234
2025
Q3 		$81.2K Buy
+1,044
New +$78.2K 0.01% 252

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Center for Financial Planning's UNM Position: Q2 2026 in Review

Center for Financial Planning increased its Unum (UNM) stake by 9.3% in Q2 2026, buying an estimated $9.03K and bringing the position to 1,287 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #225.

Center for Financial Planning first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Center for Financial Planning held 1,287 shares of Unum worth $115K as of Q2 2026.
  • Center for Financial Planning bought 109 Unum shares in Q2 2026, an estimated $9.03K.
  • Unum made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #225 holding.
  • Center for Financial Planning first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.