Krilogy Financial’s Unum UNM Stock Holding History

Krilogy 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 Q3	$490K	Buy	5,295 +446	+9%	+$40.4K	0.01%	681
2026 Q2	$434K	Buy	4,849 +1,856	+62%	+$154K	0.01%	696
2026 Q1	$236K	Sell	2,993 -633	-17%	-$47.2K	0.01%	833
2025 Q4	$277K	Sell	3,626 -334	-8%	-$25.5K	0.01%	756
2025 Q3	$304K	Buy	+3,960	New	+$297K	0.01%	675
2017 Q4	–	Sell	-775	Closed	-$40K	–	844
2017 Q3	$40K	Sell	775 -74	-9%	-$3.61K	0.01%	380
2017 Q2	$40K	Sell	849 -139	-14%	-$6.39K	0.01%	338
2017 Q1	$43K	Hold	988	–	–	0.01%	304
2016 Q4	$43K	Hold	988	–	–	0.01%	304
2016 Q3	$35K	Hold	988	–	–	0.01%	361
2016 Q2	$31K	Hold	988	–	–	0.01%	379
2016 Q1	$31K	Buy	+988	New	+$29K	0.01%	326

Other funds holding UNM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Krilogy Financial's UNM Position: Q3 2026 in Review

Krilogy Financial increased its Unum (UNM) stake by 9.2% in Q3 2026, buying an estimated $40.4K and bringing the position to 5,295 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #681.

Krilogy Financial first reported a position in UNM in Q1 2016 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Krilogy Financial held 5,295 shares of Unum worth $490K as of Q3 2026.
Krilogy Financial bought 446 Unum shares in Q3 2026, an estimated $40.4K.
Unum made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #681 holding.
Krilogy Financial first reported a position in Unum in Q1 2016 and has held it in 12 quarters since.
158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.