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 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 $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

Jefferies Financial Group's UNM Position: Q1 2026 in Review

Jefferies Financial Group increased its Unum (UNM) stake by 168% in Q1 2026, buying an estimated $1.26M and bringing the position to 26,818 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #649.

Jefferies Financial Group first reported a position in UNM in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.17M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Jefferies Financial Group held 26,818 shares of Unum worth $1.96M as of Q1 2026.
Jefferies Financial Group bought 16,818 Unum shares in Q1 2026, an estimated $1.26M.
Unum made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #649 holding.
Jefferies Financial Group first reported a position in Unum in Q2 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Unum position peaked at $4.17M in Q4 2024.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.