KF
UNM icon

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
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

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

Krilogy Financial's UNM Position: Q1 2026 in Review

Krilogy Financial reduced its Unum (UNM) stake by 17% in Q1 2026, selling an estimated $47.2K and leaving 2,993 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #833.

Krilogy Financial first reported a position in UNM in Q1 2016 and has held it in 10 quarters since. The position peaked at $304K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Krilogy Financial held 2,993 shares of Unum worth $236K as of Q1 2026.
  • Krilogy Financial sold 633 Unum shares in Q1 2026, an estimated $47.2K.
  • Unum made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #833 holding.
  • Krilogy Financial first reported a position in Unum in Q1 2016 and has held it in 10 quarters since.
  • Krilogy Financial's Unum position peaked at $304K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.