JSF Financial’s Unum UNM Stock Holding History

JSF 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	$1.22M	Buy	+13,690	New	+$1.13M	0.19%	71
2025 Q3	–	Sell	-13,148	Closed	-$1.06M	–	138
2025 Q2	$1.06M	Buy	+13,148	New	+$1.04M	0.25%	60

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 $3.37T 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JSF Financial's UNM Position: Q2 2026 in Review

JSF Financial opened a new position in Unum (UNM) in Q2 2026: 13,690 shares worth $1.22M. The stake represents 0.19% of the portfolio and ranks #71 among its holdings. This is a return to the name: JSF Financial previously reported a position in UNM as recently as Q2 2025.

JSF Financial first reported a position in UNM in Q2 2025 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

JSF Financial held 13,690 shares of Unum worth $1.22M as of Q2 2026.
Unum was a new JSF Financial position in Q2 2026.
Unum made up 0.19% of JSF Financial's portfolio in Q2 2026, its #71 holding.
JSF Financial first reported a position in Unum in Q2 2025 and has held it in 2 quarters since.
762 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.