Financial Management Professionals’s Unum UNM Stock Holding History

Financial Management Professionals’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	$2.59K	Hold	29	–	–	﹤0.01%	762
2026 Q1	$2.12K	Hold	29	–	–	﹤0.01%	725
2025 Q4	$2.25K	Hold	29	–	–	﹤0.01%	709
2025 Q3	$2.26K	Hold	29	–	–	﹤0.01%	693
2025 Q2	$2.34K	Hold	29	–	–	﹤0.01%	729
2025 Q1	$2.36K	Hold	29	–	–	﹤0.01%	721
2024 Q4	$2.12K	Hold	29	–	–	﹤0.01%	724
2024 Q3	$2K	Hold	29	–	–	﹤0.01%	771
2024 Q2	$1K	Hold	29	–	–	﹤0.01%	864
2024 Q1	$2K	Hold	29	–	–	﹤0.01%	793
2023 Q4	$1K	Hold	29	–	–	﹤0.01%	901
2023 Q3	$1K	Sell	29 -656	-96%	-$32.1K	﹤0.01%	844
2023 Q2	$33K	Buy	685 +656	+2,262%	+$28.6K	0.01%	314
2023 Q1	$1K	Hold	29	–	–	﹤0.01%	956
2022 Q4	$1K	Sell	29 -528	-95%	-$22.1K	﹤0.01%	876
2022 Q3	$22K	Buy	557 +528	+1,821%	+$19.3K	0.01%	336
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	895
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	973
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	912
2021 Q3	$1K	Buy	+29	New	+$768	﹤0.01%	899

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 $3.37T AUM 44.26% 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

Financial Management Professionals's UNM Position: Q2 2026 in Review

Financial Management Professionals held its Unum (UNM) position steady in Q2 2026 at 29 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Financial Management Professionals first reported a position in UNM in Q3 2021 and has held it in 20 quarters since. The position peaked at $33K in Q2 2023. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Financial Management Professionals held 29 shares of Unum worth $2.59K as of Q2 2026.
Financial Management Professionals left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #762 holding.
Financial Management Professionals first reported a position in Unum in Q3 2021 and has held it in 20 quarters since.
Financial Management Professionals's Unum position peaked at $33K in Q2 2023.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.