Jefferies Financial Group’s Unum UNM Stock Holding History

Jefferies Financial Group’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	$857K	Sell	9,590 -17,228	-64%	-$1.43M	0.01%	1038
2026 Q1	$1.96M	Buy	26,818 +16,818	+168%	+$1.26M	0.01%	649
2025 Q4	$775K	Buy	+10,000	New	+$765K	﹤0.01%	1185
2025 Q3	–	Sell	-8,000	Closed	-$646K	–	1692
2025 Q2	$646K	Sell	8,000 -14,166	-64%	-$1.12M	0.01%	841
2025 Q1	$1.81M	Sell	22,166 -34,885	-61%	-$2.69M	0.02%	611
2024 Q4	$4.17M	Buy	+57,051	New	+$3.93M	0.02%	425
2023 Q3	–	Sell	-22,600	Closed	-$1.08M	–	2007
2023 Q2	$1.08M	Buy	+22,600	New	+$986K	0.01%	886

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's UNM Position: Q2 2026 in Review

Jefferies Financial Group reduced its Unum (UNM) stake by 64% in Q2 2026, selling an estimated $1.43M and leaving 9,590 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #1038.

Jefferies Financial Group first reported a position in UNM in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.17M in Q4 2024. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Jefferies Financial Group held 9,590 shares of Unum worth $857K as of Q2 2026.
Jefferies Financial Group sold 17,228 Unum shares in Q2 2026, an estimated $1.43M.
Unum made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1038 holding.
Jefferies Financial Group first reported a position in Unum in Q2 2023 and has held it in 7 quarters since.
Jefferies Financial Group's Unum position peaked at $4.17M in Q4 2024.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.