Jones Financial Companies
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Jones Financial Companies’s Unum UNM Stock Holding History

Jones Financial Companies’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 		$995K Buy
11,037
+2,596
+31% +$215K ﹤0.01% 1895
2026
Q1 		$615K Buy
8,441
+60
+0.7% +$4.48K ﹤0.01% 1942
2025
Q4 		$649K Sell
8,381
-34
-0.4% -$2.6K ﹤0.01% 1400
2025
Q3 		$659K Buy
8,415
+2,734
+48% +$205K ﹤0.01% 1283
2025
Q2 		$457K Buy
5,681
+2,501
+79% +$198K ﹤0.01% 1308
2025
Q1 		$254K Buy
3,180
+922
+41% +$71.1K ﹤0.01% 1399
2024
Q4 		$165K Buy
2,258
+1,252
+124% +$86.3K ﹤0.01% 1433
2024
Q3 		$59K Buy
1,006
+944
+1,523% +$51.3K ﹤0.01% 1582
2024
Q2 		$3.17K Buy
+62
New +$3.21K ﹤0.01% 2060
2022
Q2 		– Sell
-1,188
Closed -$37K – 843
2022
Q1 		$37K Buy
+1,188
New +$33.2K ﹤0.01% 379

Other funds holding UNM

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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

Jones Financial Companies's UNM Position: Q2 2026 in Review

Jones Financial Companies increased its Unum (UNM) stake by 31% in Q2 2026, buying an estimated $215K and bringing the position to 11,037 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Jones Financial Companies first reported a position in UNM in Q1 2022 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Jones Financial Companies held 11,037 shares of Unum worth $995K as of Q2 2026.
  • Jones Financial Companies bought 2,596 Unum shares in Q2 2026, an estimated $215K.
  • Unum made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1895 holding.
  • Jones Financial Companies first reported a position in Unum in Q1 2022 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.