JWA
UNM icon

JFS Wealth Advisors’s Unum UNM Stock Holding History

JFS Wealth Advisors’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 		$26.1K Buy
292
+9
+3% +$746 ﹤0.01% 700
2026
Q1 		$20.7K Buy
283
+7
+3% +$522 ﹤0.01% 728
2025
Q4 		$21.4K Buy
276
+61
+28% +$4.67K ﹤0.01% 731
2025
Q3 		$16.7K Hold
215
– – ﹤0.01% 735
2025
Q2 		$17.4K Hold
215
– – ﹤0.01% 688
2025
Q1 		$17.5K Sell
215
-15
-7% -$1.16K ﹤0.01% 699
2024
Q4 		$16.8K Hold
230
– – ﹤0.01% 687
2024
Q3 		$13.7K Buy
230
+6
+3% +$326 ﹤0.01% 746
2024
Q2 		$11.4K Sell
224
-3
-1% -$155 ﹤0.01% 754
2024
Q1 		$12.2K Hold
227
– – ﹤0.01% 758
2023
Q4 		$10.3K Buy
227
+18
+9% +$820 ﹤0.01% 763
2023
Q3 		$10.3K Hold
209
– – ﹤0.01% 716
2023
Q2 		$9.97K Hold
209
– – ﹤0.01% 734
2023
Q1 		$8.27K Sell
209
-7
-3% -$289 ﹤0.01% 782
2022
Q4 		$8.86K Hold
216
– – ﹤0.01% 759
2022
Q3 		$8K Buy
216
+2
+0.9% +$73 ﹤0.01% 828
2022
Q2 		$7K Buy
214
+38
+22% +$1.29K ﹤0.01% 902
2022
Q1 		$6K Buy
176
+110
+167% +$3.07K ﹤0.01% 1003
2021
Q4 		$2K Buy
+66
New +$1.69K ﹤0.01% 1184

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

JFS Wealth Advisors's UNM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Unum (UNM) stake by 3.2% in Q2 2026, buying an estimated $746 and bringing the position to 292 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

JFS Wealth Advisors first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • JFS Wealth Advisors held 292 shares of Unum worth $26.1K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Unum shares in Q2 2026, an estimated $746.
  • Unum made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • JFS Wealth Advisors first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.