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BFC Planning, Inc.’s Unum UNM Stock Holding History

BFC Planning, 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
2026
Q2 		$38.4K Buy
430
+230
+115% +$19.1K ﹤0.01% 1687
2026
Q1 		$14.6K Hold
200
– – ﹤0.01% 1849
2025
Q4 		$15.5K Hold
200
– – ﹤0.01% 1860
2025
Q3 		$15.6K Sell
200
-1,772
-90% -$133K ﹤0.01% 1701
2025
Q2 		$159K Buy
1,972
+1,499
+317% +$118K 0.01% 710
2025
Q1 		$38.5K Sell
473
-184
-28% -$14.2K ﹤0.01% 1206
2024
Q4 		$48K Buy
+657
New +$45.3K ﹤0.01% 1122

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s UNM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Unum (UNM) stake by 115% in Q2 2026, buying an estimated $19.1K and bringing the position to 430 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

BFC Planning, Inc. first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q2 2025. 767 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • BFC Planning, Inc. held 430 shares of Unum worth $38.4K as of Q2 2026.
  • BFC Planning, Inc. bought 230 Unum shares in Q2 2026, an estimated $19.1K.
  • Unum made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1687 holding.
  • BFC Planning, Inc. first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Unum position peaked at $159K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.