KKM Financial’s Unum UNM Stock Holding History

KKM Financial’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
2025 Q3	–	Sell	-3,000	Closed	-$242K	–	153
2025 Q2	$242K	Hold	3,000	–	–	0.08%	146
2025 Q1	$244K	Hold	3,000	–	–	0.1%	136
2024 Q4	$219K	Buy	+3,000	New	+$207K	0.09%	143

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

KKM Financial's UNM Position: Q3 2025 in Review

KKM Financial sold out of Unum (UNM) in Q3 2025, closing a stake of 3,000 shares — an estimated $242K sold.

KKM Financial first reported a position in UNM in Q4 2024 and held it in 3 quarters. The position peaked at $244K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

KKM Financial reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
KKM Financial sold 3,000 Unum shares in Q3 2025, an estimated $242K.
KKM Financial first reported a position in Unum in Q4 2024 and held it in 3 quarters.
KKM Financial's Unum position peaked at $244K in Q1 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.