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Twin Peaks Wealth Advisors’s Unum UNM Stock Holding History

Twin Peaks Wealth Advisors’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 		$5.84K Buy
+80
New +$5.97K ﹤0.01% 1323
2025
Q3 		– Sell
-79
Closed -$5.56K – 2012
2025
Q2 		$5.56K Buy
+79
New +$6.24K ﹤0.01% 1266

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

Twin Peaks Wealth Advisors's UNM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Unum (UNM) in Q1 2026: 80 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UNM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UNM in Q2 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 80 shares of Unum worth $5.84K as of Q1 2026.
  • Unum was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Unum made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1323 holding.
  • Twin Peaks Wealth Advisors first reported a position in Unum in Q2 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.