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Keating Financial Advisory Services’s Unum UNM Stock Holding History

Keating Financial Advisory Services’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 		$14.8K Buy
166
+48
+41% +$3.98K ﹤0.01% 1094
2026
Q1 		$8.62K Sell
118
-28
-19% -$2.09K ﹤0.01% 1192
2025
Q4 		$11.3K Buy
+146
New +$11.2K ﹤0.01% 1052

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

Keating Financial Advisory Services's UNM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Unum (UNM) stake by 41% in Q2 2026, buying an estimated $3.98K and bringing the position to 166 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Keating Financial Advisory Services first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Keating Financial Advisory Services held 166 shares of Unum worth $14.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 48 Unum shares in Q2 2026, an estimated $3.98K.
  • Unum made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1094 holding.
  • Keating Financial Advisory Services first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.