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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Farther Finance Advisors's UNM Position: Q2 2026 in Review

Farther Finance Advisors reduced its Unum (UNM) stake by 5.3% in Q2 2026, selling an estimated $31.7K and leaving 6,804 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Farther Finance Advisors first reported a position in UNM in Q4 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Farther Finance Advisors held 6,804 shares of Unum worth $608K as of Q2 2026.
  • Farther Finance Advisors sold 382 Unum shares in Q2 2026, an estimated $31.7K.
  • Unum made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1417 holding.
  • Farther Finance Advisors first reported a position in Unum in Q4 2022 and has held it in 15 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.