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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
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 $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

Richardson Financial Services's UNM Position: Q1 2026 in Review

Richardson Financial Services reduced its Unum (UNM) stake by 0.67% in Q1 2026, selling an estimated $746 and leaving 1,485 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #218.

Richardson Financial Services first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $140K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Richardson Financial Services held 1,485 shares of Unum worth $108K as of Q1 2026.
  • Richardson Financial Services sold 10 Unum shares in Q1 2026, an estimated $746.
  • Unum made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #218 holding.
  • Richardson Financial Services first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Unum position peaked at $140K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.