Hantz Financial Services’s Unum UNM Stock Holding History

Hantz Financial Services’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 Q1	$209K	Buy	2,868 +679	+31%	+$50.7K	﹤0.01%	976
2025 Q4	$170K	Buy	2,189 +997	+84%	+$76.2K	﹤0.01%	939
2025 Q3	$93K	Buy	1,192 +617	+107%	+$46.2K	﹤0.01%	992
2025 Q2	$46K	Buy	575 +528	+1,123%	+$41.7K	﹤0.01%	989
2025 Q1	$4K	Buy	+47	New	+$3.62K	﹤0.01%	1244

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hantz Financial Services's UNM Position: Q1 2026 in Review

Hantz Financial Services increased its Unum (UNM) stake by 31% in Q1 2026, buying an estimated $50.7K and bringing the position to 2,868 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Hantz Financial Services first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Hantz Financial Services held 2,868 shares of Unum worth $209K as of Q1 2026.
Hantz Financial Services bought 679 Unum shares in Q1 2026, an estimated $50.7K.
Unum made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #976 holding.
Hantz Financial Services first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.