FFA
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Farther Finance Advisors’s Unum UNM Stock Holding History

Farther Finance 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
2026
Q3 		$693K Buy
7,899
+1,095
+16% +$99.3K ﹤0.01% 1355
2026
Q2 		$608K Sell
6,804
-382
-5% -$31.7K ﹤0.01% 1417
2026
Q1 		$531K Buy
7,186
+152
+2% +$11.3K 0.01% 1353
2025
Q4 		$545K Buy
7,034
+3,632
+107% +$278K 0.01% 1242
2025
Q3 		$265K Buy
3,402
+297
+10% +$22.3K ﹤0.01% 1453
2025
Q2 		$251K Sell
3,105
-350
-10% -$27.6K 0.01% 1279
2025
Q1 		$283K Buy
3,455
+858
+33% +$66.1K 0.01% 1066
2024
Q4 		$190K Sell
2,597
-621
-19% -$42.8K 0.01% 1012
2024
Q3 		$191K Buy
3,218
+1,211
+60% +$65.8K 0.01% 1010
2024
Q2 		$103K Buy
2,007
+228
+13% +$11.8K 0.01% 1125
2024
Q1 		$95.9K Sell
1,779
-5
-0.3% -$244 0.01% 956
2023
Q4 		$80.7K Buy
1,784
+532
+42% +$24.2K 0.01% 863
2023
Q3 		$61.6K Buy
1,252
+80
+7% +$3.91K 0.01% 715
2023
Q2 		$55.9K Buy
1,172
+26
+2% +$1.13K 0.01% 635
2023
Q1 		$45.3K Hold
1,146
– – 0.01% 627
2022
Q4 		$47K Buy
+1,146
New +$48K 0.02% 501

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Farther Finance Advisors's UNM Position: Q3 2026 in Review

Farther Finance Advisors increased its Unum (UNM) stake by 16% in Q3 2026, buying an estimated $99.3K and bringing the position to 7,899 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Farther Finance Advisors first reported a position in UNM in Q4 2022 and has held it in 16 quarters since. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Farther Finance Advisors held 7,899 shares of Unum worth $693K as of Q3 2026.
  • Farther Finance Advisors bought 1,095 Unum shares in Q3 2026, an estimated $99.3K.
  • Unum made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1355 holding.
  • Farther Finance Advisors first reported a position in Unum in Q4 2022 and has held it in 16 quarters since.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.