JMN Financial’s Unum UNM Stock Holding History

JMN Financial’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	$294K	Sell	3,287 -845	-20%	-$70K	0.23%	133
2026 Q1	$302K	Sell	4,132 -3,758	-48%	-$280K	0.3%	107
2025 Q4	$612K	Buy	+7,890	New	+$603K	0.61%	34

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMN Financial's UNM Position: Q2 2026 in Review

JMN Financial reduced its Unum (UNM) stake by 20% in Q2 2026, selling an estimated $70K and leaving 3,287 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #133.

JMN Financial first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 716 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

JMN Financial held 3,287 shares of Unum worth $294K as of Q2 2026.
JMN Financial sold 845 Unum shares in Q2 2026, an estimated $70K.
Unum made up 0.23% of JMN Financial's portfolio in Q2 2026, its #133 holding.
JMN Financial first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
JMN Financial's Unum position peaked at $612K in Q4 2025.
716 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.