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Larson Financial Group’s Unum UNM Stock Holding History

Larson Financial Group’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 		$2.78M Buy
38,056
+192
+0.5% +$14.3K 0.09% 187
2025
Q4 		$2.93M Buy
37,864
+159
+0.4% +$12.2K 0.1% 183
2025
Q3 		$2.93M Buy
37,705
+691
+2% +$51.8K 0.1% 176
2025
Q2 		$2.99M Sell
37,014
-184
-0.5% -$14.5K 0.12% 163
2025
Q1 		$3.03M Buy
37,198
+37,193
+743,860% +$2.87M 0.14% 136
2024
Q4 		$365 Hold
5
– – ﹤0.01% 2281
2024
Q3 		$297 Hold
5
– – ﹤0.01% 2257
2024
Q2 		$256 Buy
+5
New +$259 ﹤0.01% 2003
2022
Q3 		– Sell
-475
Closed -$16K – 1400
2022
Q2 		$16K Buy
+475
New +$16.1K ﹤0.01% 606

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

Larson Financial Group's UNM Position: Q1 2026 in Review

Larson Financial Group increased its Unum (UNM) stake by 0.51% in Q1 2026, buying an estimated $14.3K and bringing the position to 38,056 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #187.

Larson Financial Group first reported a position in UNM in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.03M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Larson Financial Group held 38,056 shares of Unum worth $2.78M as of Q1 2026.
  • Larson Financial Group bought 192 Unum shares in Q1 2026, an estimated $14.3K.
  • Unum made up 0.09% of Larson Financial Group's portfolio in Q1 2026, its #187 holding.
  • Larson Financial Group first reported a position in Unum in Q2 2022 and has held it in 9 quarters since.
  • Larson Financial Group's Unum position peaked at $3.03M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.