Klein Pavlis & Peasley Financial’s Unum UNM Stock Holding History

Klein Pavlis & Peasley 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
2026 Q2	$2.67M	Buy	29,900 +300	+1%	+$24.9K	1.39%	23
2026 Q1	$2.16M	Buy	29,600 +746	+3%	+$55.7K	1.2%	27
2025 Q4	$2.24M	Sell	28,854 -346	-1%	-$26.5K	1.32%	24
2025 Q3	$2.27M	Buy	29,200 +2,519	+9%	+$189K	1.39%	25
2025 Q2	$2.15M	Buy	26,681 +7,981	+43%	+$630K	1.44%	26
2025 Q1	$1.53M	Buy	+18,700	New	+$1.44M	1.1%	30

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Klein Pavlis & Peasley Financial's UNM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Unum (UNM) stake by 1% in Q2 2026, buying an estimated $24.9K and bringing the position to 29,900 shares worth $2.67M. The position accounts for 1.39% of the portfolio, ranked #23.

Klein Pavlis & Peasley Financial first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Klein Pavlis & Peasley Financial held 29,900 shares of Unum worth $2.67M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 300 Unum shares in Q2 2026, an estimated $24.9K.
Unum made up 1.39% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #23 holding.
Klein Pavlis & Peasley Financial first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.