Petra Financial Advisors’s Unum UNM Stock Holding History

Petra 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
2025 Q3	–	Sell	-9,716	Closed	-$785K	–	147
2025 Q2	$785K	Buy	9,716 +6,464	+199%	+$511K	0.5%	53
2025 Q1	$265K	Buy	+3,252	New	+$251K	0.22%	100

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Petra Financial Advisors's UNM Position: Q3 2025 in Review

Petra Financial Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 9,716 shares — an estimated $785K sold.

Petra Financial Advisors first reported a position in UNM in Q1 2025 and held it in 2 quarters. The position peaked at $785K in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Petra Financial Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Petra Financial Advisors sold 9,716 Unum shares in Q3 2025, an estimated $785K.
Petra Financial Advisors first reported a position in Unum in Q1 2025 and held it in 2 quarters.
Petra Financial Advisors's Unum position peaked at $785K in Q2 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Petra Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.