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Park Square Financial Group’s Unum UNM Stock Holding History

Park Square 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
2025
Q3 		– Sell
-75
Closed -$6.06K – 904
2025
Q2 		$6.06K Hold
75
– – ﹤0.01% 702
2025
Q1 		$6.11K Hold
75
– – ﹤0.01% 707
2024
Q4 		$5.48K Buy
+75
New +$5.17K ﹤0.01% 689

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Park Square Financial Group's UNM Position: Q3 2025 in Review

Park Square Financial Group sold out of Unum (UNM) in Q3 2025, closing a stake of 75 shares — an estimated $6.06K sold.

Park Square Financial Group first reported a position in UNM in Q4 2024 and held it in 3 quarters. The position peaked at $6.11K in Q1 2025. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Park Square Financial Group reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 75 Unum shares in Q3 2025, an estimated $6.06K.
  • Park Square Financial Group first reported a position in Unum in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Unum position peaked at $6.11K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.