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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Richardson Financial Services's UNM Position: Q2 2026 in Review

Richardson Financial Services increased its Unum (UNM) stake by 1.3% in Q2 2026, buying an estimated $1.66K and bringing the position to 1,505 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #200.

Richardson Financial Services first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Richardson Financial Services held 1,505 shares of Unum worth $135K as of Q2 2026.
  • Richardson Financial Services bought 20 Unum shares in Q2 2026, an estimated $1.66K.
  • Unum made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #200 holding.
  • Richardson Financial Services first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Unum position peaked at $140K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.