KFG
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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
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 $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

Kingdom Financial Group's UNM Position: Q1 2026 in Review

Kingdom Financial Group reduced its Unum (UNM) stake by 55% in Q1 2026, selling an estimated $5.15K and leaving 57 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Kingdom Financial Group first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.8K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Kingdom Financial Group held 57 shares of Unum worth $4.16K as of Q1 2026.
  • Kingdom Financial Group sold 69 Unum shares in Q1 2026, an estimated $5.15K.
  • Unum made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #587 holding.
  • Kingdom Financial Group first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Unum position peaked at $9.8K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.