Keynote Financial Services’s Unum UNM Stock Holding History

Keynote Financial 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	$1.27M	Buy	17,441 +1,150	+7%	+$85.8K	0.68%	43
2025 Q4	$1.26M	Sell	16,291 -45	-0.3%	-$3.44K	0.71%	44
2025 Q3	$1.27M	Sell	16,336 -50	-0.3%	-$3.75K	0.77%	37
2025 Q2	$1.32M	Sell	16,386 -1,490	-8%	-$118K	0.89%	31
2025 Q1	$1.46M	Sell	17,876 -83	-0.5%	-$6.4K	1.04%	28
2024 Q4	$1.31M	Sell	17,959 -1,835	-9%	-$127K	1.01%	27
2024 Q3	$1.18M	Sell	19,794 -146	-0.7%	-$7.93K	0.9%	32
2024 Q2	$1.02M	Buy	19,940 +160	+0.8%	+$8.28K	0.85%	35
2024 Q1	$1.06M	Buy	+19,780	New	+$964K	0.89%	34

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

Keynote Financial Services's UNM Position: Q1 2026 in Review

Keynote Financial Services increased its Unum (UNM) stake by 7.1% in Q1 2026, buying an estimated $85.8K and bringing the position to 17,441 shares worth $1.27M. The position accounts for 0.68% of the portfolio, ranked #43.

Keynote Financial Services first reported a position in UNM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Keynote Financial Services held 17,441 shares of Unum worth $1.27M as of Q1 2026.
Keynote Financial Services bought 1,150 Unum shares in Q1 2026, an estimated $85.8K.
Unum made up 0.68% of Keynote Financial Services's portfolio in Q1 2026, its #43 holding.
Keynote Financial Services first reported a position in Unum in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's Unum position peaked at $1.46M in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.