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Financial Counselors Inc’s Unum UNM Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-3,054
Closed -$249K – 496
2025
Q1 		$249K Sell
3,054
-231
-7% -$17.8K ﹤0.01% 541
2024
Q4 		$240K Buy
+3,285
New +$226K ﹤0.01% 540
2023
Q4 		– Sell
-4,165
Closed -$205K – 580
2023
Q3 		$205K Buy
+4,165
New +$204K ﹤0.01% 539

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Counselors Inc's UNM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Unum (UNM) in Q2 2025, closing a stake of 3,054 shares — an estimated $249K sold.

Financial Counselors Inc first reported a position in UNM in Q3 2023 and held it in 3 quarters. The position peaked at $249K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Financial Counselors Inc reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,054 Unum shares in Q2 2025, an estimated $249K.
  • Financial Counselors Inc first reported a position in Unum in Q3 2023 and held it in 3 quarters.
  • Financial Counselors Inc's Unum position peaked at $249K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.