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LifeSteps Financial’s Unum UNM Stock Holding History

LifeSteps 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 		$6.71K Buy
+75
New +$6.21K ﹤0.01% 482

Other funds holding UNM

Swedbank
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LifeSteps Financial's UNM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Unum (UNM) in Q2 2026: 75 shares worth $6.71K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

251 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LifeSteps Financial held 75 shares of Unum worth $6.71K as of Q2 2026.
  • Unum was a new LifeSteps Financial position in Q2 2026.
  • Unum made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #482 holding.
  • 251 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.