KFG
UNM icon

Kingdom Financial Group’s Unum UNM Stock Holding History

Kingdom Financial Group’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 		$1.53K Sell
17
-40
-70% -$3.31K ﹤0.01% 670
2026
Q1 		$4.16K Sell
57
-69
-55% -$5.15K ﹤0.01% 587
2025
Q4 		$9.8K Buy
+126
New +$9.64K ﹤0.01% 423

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

Kingdom Financial Group's UNM Position: Q2 2026 in Review

Kingdom Financial Group reduced its Unum (UNM) stake by 70% in Q2 2026, selling an estimated $3.31K and leaving 17 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Kingdom Financial Group first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.8K in Q4 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Kingdom Financial Group held 17 shares of Unum worth $1.53K as of Q2 2026.
  • Kingdom Financial Group sold 40 Unum shares in Q2 2026, an estimated $3.31K.
  • Unum made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #670 holding.
  • Kingdom Financial Group first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Unum position peaked at $9.8K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.