GFPC
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Global Financial Private Client’s Unum UNM Stock Holding History

Global Financial Private Client’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
-44
Closed -$3.58K – 1519
2025
Q1 		$3.58K Buy
44
+32
+267% +$2.47K ﹤0.01% 740
2024
Q4 		$876 Buy
+12
New +$827 ﹤0.01% 804

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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

Global Financial Private Client's UNM Position: Q2 2025 in Review

Global Financial Private Client sold out of Unum (UNM) in Q2 2025, closing a stake of 44 shares — an estimated $3.58K sold.

Global Financial Private Client first reported a position in UNM in Q4 2024 and held it in 2 quarters. The position peaked at $3.58K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Global Financial Private Client reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 44 Unum shares in Q2 2025, an estimated $3.58K.
  • Global Financial Private Client first reported a position in Unum in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Unum position peaked at $3.58K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.