Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,239
-$134,803 QoQ
Shares Held
2,251
-45.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#577
of 754 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $8,044,848 across 7 Insurance - Life names. UNM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
20,608 | $2,416,288 | |
| 2 | MFC |
Manulife Financial Corp
|
49,320 | $1,997,953 | |
| 3 | PUK |
Prudential PLC
|
41,869 | $1,122,507 | |
| 4 | PRU |
Prudential Financial Inc
|
8,380 | $904,453 | |
| 5 | MET |
Metlife Inc
|
10,407 | $880,536 | |
| 6 | LNC |
Lincoln National Corp
|
14,763 | $521,872 | |
| 7 | UNM |
Unum Group
This page
|
2,251 | $201,239 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,239 | 2,251 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $336,042 | 4,161 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $309,710 | 3,802 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $216,460 | 2,964 | Shares | Sole | 2025-01-27 | |
| 2023-09-30 | $203,843 | 4,144 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $211,843 | 5,355 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||