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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
Q2 		$1.55M Sell
17,380
-61
-0.3% -$5.05K 0.73% 39
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
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

Keynote Financial Services's UNM Position: Q2 2026 in Review

Keynote Financial Services reduced its Unum (UNM) stake by 0.35% in Q2 2026, selling an estimated $5.05K and leaving 17,380 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #39.

Keynote Financial Services first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Keynote Financial Services held 17,380 shares of Unum worth $1.55M as of Q2 2026.
  • Keynote Financial Services sold 61 Unum shares in Q2 2026, an estimated $5.05K.
  • Unum made up 0.73% of Keynote Financial Services's portfolio in Q2 2026, its #39 holding.
  • Keynote Financial Services first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.