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Peak Financial Advisors’s Unum UNM Stock Holding History

Peak Financial Advisors’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 		$2.44M Buy
+27,247
New +$2.26M 1.01% 32

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peak Financial Advisors's UNM Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Unum (UNM) in Q2 2026: 27,247 shares worth $2.44M. The stake represents 1.01% of the portfolio and ranks #32 among its holdings.

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

  • Peak Financial Advisors held 27,247 shares of Unum worth $2.44M as of Q2 2026.
  • Unum was a new Peak Financial Advisors position in Q2 2026.
  • Unum made up 1.01% of Peak Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • 109 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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