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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
Q2 		$372K Buy
4,161
+1,293
+45% +$107K 0.01% 847
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
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 $3.37T AUM 44.26% 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

Hantz Financial Services's UNM Position: Q2 2026 in Review

Hantz Financial Services increased its Unum (UNM) stake by 45% in Q2 2026, buying an estimated $107K and bringing the position to 4,161 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #847.

Hantz Financial Services first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Hantz Financial Services held 4,161 shares of Unum worth $372K as of Q2 2026.
  • Hantz Financial Services bought 1,293 Unum shares in Q2 2026, an estimated $107K.
  • Unum made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #847 holding.
  • Hantz Financial Services first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.