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Kestra Private Wealth Services’s Unum UNM Stock Holding History

Kestra Private Wealth 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
Q1 		$351K Buy
4,804
+60
+1% +$4.48K ﹤0.01% 1381
2025
Q4 		$368K Buy
4,744
+265
+6% +$20.3K ﹤0.01% 1327
2025
Q3 		$348K Buy
4,479
+60
+1% +$4.5K ﹤0.01% 1282
2025
Q2 		$357K Buy
+4,419
New +$349K 0.01% 1185

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's UNM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Unum (UNM) stake by 1.3% in Q1 2026, buying an estimated $4.48K and bringing the position to 4,804 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Kestra Private Wealth Services first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $368K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Kestra Private Wealth Services held 4,804 shares of Unum worth $351K as of Q1 2026.
  • Kestra Private Wealth Services bought 60 Unum shares in Q1 2026, an estimated $4.48K.
  • Unum made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1381 holding.
  • Kestra Private Wealth Services first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Unum position peaked at $368K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.