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Toth Financial Advisory’s Unum UNM Stock Holding History

Toth Financial Advisory’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 		$225K Hold
2,559
– – 0.02% 225
2026
Q2 		$229K Hold
2,559
– – 0.02% 224
2026
Q1 		$187K Hold
2,559
– – 0.02% 224
2025
Q4 		$198K Hold
2,559
– – 0.02% 219
2025
Q3 		$199K Sell
2,559
-281
-10% -$21.1K 0.02% 218
2025
Q2 		$229K Sell
2,840
-80
-3% -$6.32K 0.03% 200
2025
Q1 		$238K Sell
2,920
-330
-10% -$25.4K 0.03% 198
2024
Q4 		$237K Sell
3,250
-228
-7% -$15.7K 0.03% 198
2024
Q3 		$207K Hold
3,478
– – 0.02% 200
2024
Q2 		$178K Hold
3,478
– – 0.02% 203
2024
Q1 		$187K Hold
3,478
– – 0.02% 202
2023
Q4 		$157K Sell
3,478
-1,280
-27% -$58.3K 0.02% 215
2023
Q3 		$234K Hold
4,758
– – 0.04% 185
2023
Q2 		$227K Hold
4,758
– – 0.03% 187
2023
Q1 		$188K Buy
4,758
+25
+0.5% +$1.03K 0.03% 190
2022
Q4 		$194K Hold
4,733
– – 0.03% 187
2022
Q3 		$184K Sell
4,733
-440
-9% -$16.1K 0.03% 171
2022
Q2 		$176K Buy
5,173
+50
+1% +$1.69K 0.03% 180
2022
Q1 		$161K Buy
5,123
+1,430
+39% +$40K 0.02% 198
2021
Q4 		$91K Hold
3,693
– – 0.01% 243
2021
Q3 		$93K Sell
3,693
-310
-8% -$8.21K 0.01% 248
2021
Q2 		$114K Buy
4,003
+97
+2% +$2.85K 0.02% 214
2021
Q1 		$109K Buy
3,906
+666
+21% +$17.3K 0.02% 229
2020
Q4 		$74K Buy
3,240
+373
+13% +$7.71K 0.01% 233
2020
Q3 		$48K Buy
2,867
+2,597
+962% +$46.2K 0.01% 244
2020
Q2 		$4K Buy
+270
New +$4.26K ﹤0.01% 432

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Toth Financial Advisory's UNM Position: Q3 2026 in Review

Toth Financial Advisory held its Unum (UNM) position steady in Q3 2026 at 2,559 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #225.

Toth Financial Advisory first reported a position in UNM in Q2 2020 and has held it in 26 quarters since. The position peaked at $238K in Q1 2025. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Toth Financial Advisory held 2,559 shares of Unum worth $225K as of Q3 2026.
  • Toth Financial Advisory left its Unum share count unchanged in Q3 2026.
  • Unum made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #225 holding.
  • Toth Financial Advisory first reported a position in Unum in Q2 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's Unum position peaked at $238K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.