Richardson Financial Services
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Richardson Financial Services’s Unum UNM Stock Holding History

Richardson Financial Services’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
Q3 		$132K Hold
1,505
– – 0.07% 207
2026
Q2 		$135K Buy
1,505
+20
+1% +$1.66K 0.08% 200
2026
Q1 		$108K Sell
1,485
-10
-0.7% -$746 0.07% 218
2025
Q4 		$116K Sell
1,495
-50
-3% -$3.82K 0.04% 213
2025
Q3 		$120K Sell
1,545
-145
-9% -$10.9K 0.07% 194
2025
Q2 		$139K Sell
1,690
-30
-2% -$2.37K 0.09% 177
2025
Q1 		$140K Buy
1,720
+20
+1% +$1.54K 0.11% 165
2024
Q4 		$124K Sell
1,700
-75
-4% -$5.17K 0.09% 177
2024
Q3 		$90.7K Hold
1,775
– – 0.06% 207
2024
Q2 		$90.7K Sell
1,775
-180
-9% -$9.31K 0.07% 196
2024
Q1 		$105K Buy
1,955
+90
+5% +$4.39K 0.07% 193
2023
Q4 		$84.3K Buy
+1,865
New +$84.9K 0.07% 184

Other funds holding UNM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Richardson Financial Services's UNM Position: Q3 2026 in Review

Richardson Financial Services held its Unum (UNM) position steady in Q3 2026 at 1,505 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #207.

Richardson Financial Services first reported a position in UNM in Q4 2023 and has held it in 12 quarters since. The position peaked at $140K in Q1 2025. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Richardson Financial Services held 1,505 shares of Unum worth $132K as of Q3 2026.
  • Richardson Financial Services left its Unum share count unchanged in Q3 2026.
  • Unum made up 0.07% of Richardson Financial Services's portfolio in Q3 2026, its #207 holding.
  • Richardson Financial Services first reported a position in Unum in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Unum position peaked at $140K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.