Raymond James Financial
UNM icon

Raymond James Financial’s Unum UNM Stock Holding History

Raymond James 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
Q1 		$17.6M Sell
241,425
-4,505
-2% -$336K 0.01% 1570
2025
Q4 		$19.1M Sell
245,930
-20,261
-8% -$1.55M 0.01% 1478
2025
Q3 		$20.7M Sell
266,191
-105,833
-28% -$7.93M 0.01% 1390
2025
Q2 		$30M Buy
372,024
+81,642
+28% +$6.45M 0.01% 1086
2025
Q1 		$23.7M Buy
290,382
+21,770
+8% +$1.68M 0.01% 1178
2024
Q4 		$19.6M Buy
+268,612
New +$18.5M 0.01% 1325

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Raymond James Financial's UNM Position: Q1 2026 in Review

Raymond James Financial reduced its Unum (UNM) stake by 1.8% in Q1 2026, selling an estimated $336K and leaving 241,425 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #1570.

Raymond James Financial first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $30M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Raymond James Financial held 241,425 shares of Unum worth $17.6M as of Q1 2026.
  • Raymond James Financial sold 4,505 Unum shares in Q1 2026, an estimated $336K.
  • Unum made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1570 holding.
  • Raymond James Financial first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Unum position peaked at $30M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.