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NBC Securities’s Unum UNM Stock Holding History

NBC Securities’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
2025
Q4 		– Sell
-11
Closed -$855 – 2933
2025
Q3 		$855 Buy
+11
New +$824 ﹤0.01% 2569

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBC Securities's UNM Position: Q4 2025 in Review

NBC Securities sold out of Unum (UNM) in Q4 2025, closing a stake of 11 shares — an estimated $855 sold.

NBC Securities first reported a position in UNM in Q3 2025 and held it in 1 quarter. The position peaked at $855 in Q3 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • NBC Securities reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 11 Unum shares in Q4 2025, an estimated $855.
  • NBC Securities first reported a position in Unum in Q3 2025 and held it in 1 quarter.
  • NBC Securities's Unum position peaked at $855 in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.