Key Financial Inc’s Unum UNM Stock Holding History

Key Financial Inc’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	$4.67K	Hold	64	–	–	﹤0.01%	1044
2025 Q4	$4.96K	Hold	64	–	–	﹤0.01%	1033
2025 Q3	$5.01K	Hold	64	–	–	﹤0.01%	1040
2025 Q2	$5.17K	Hold	64	–	–	﹤0.01%	1026
2025 Q1	$5.21K	Hold	64	–	–	﹤0.01%	988
2024 Q4	$4.67K	Buy	+64	New	+$4.41K	﹤0.01%	1012

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Key Financial Inc's UNM Position: Q1 2026 in Review

Key Financial Inc held its Unum (UNM) position steady in Q1 2026 at 64 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Key Financial Inc first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.21K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Key Financial Inc held 64 shares of Unum worth $4.67K as of Q1 2026.
Key Financial Inc left its Unum share count unchanged in Q1 2026.
Unum made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1044 holding.
Key Financial Inc first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
Key Financial Inc's Unum position peaked at $5.21K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.