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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Krilogy Financial's UNM Position: Q2 2026 in Review

Krilogy Financial increased its Unum (UNM) stake by 62% in Q2 2026, buying an estimated $154K and bringing the position to 4,849 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #696.

Krilogy Financial first reported a position in UNM in Q1 2016 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Krilogy Financial held 4,849 shares of Unum worth $434K as of Q2 2026.
  • Krilogy Financial bought 1,856 Unum shares in Q2 2026, an estimated $154K.
  • Unum made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #696 holding.
  • Krilogy Financial first reported a position in Unum in Q1 2016 and has held it in 11 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.