Avion Wealth

Position in UNM — Unum Group

CIK 1792704 THE WOODLANDS, TX

Position in UNM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,698

+$749 QoQ

Shares Held

+46.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#722

of 754 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $200,138 across 11 Insurance - Life names. UNM ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	3,059	$123,920
2	AFL	Aflac Inc	150	$17,587
3	PRU	Prudential Financial Inc	140	$15,110
4	MET	Metlife Inc	170	$14,383
5	FG	F&G Annuities & Life, Inc.	523	$13,906
6	CNO	CNO Financial Group, Inc.	151	$7,697
7	GL	Globe Life Inc.	16	$2,858
8	UNM	Unum Group This page	19	$1,698

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,698	19	+46.2%	Shares	Sole	2026-07-31
2026-03-31	$949	13	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,007	13	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,011	13	-35.0%	Shares	Sole	2025-10-24
2025-06-30	$1	20	-16.7%	Shares	Sole	2025-07-31
2025-03-31	$1	24	0.0%	Shares	Sole	2025-05-09
2024-12-31	$1	24	+84.6%	Shares	Sole	2025-01-29
2024-09-30	$772	13	0.0%	Shares	Sole	2024-10-18
2024-06-30	$664	13	0.0%	Shares	Sole	2024-07-26
2024-03-31	$1	13	0.0%	Shares	Sole	2024-05-03
2023-12-31	$1	13	-70.5%	Shares	Sole	2024-01-26
2023-09-30	$2,164	44	+83.3%	Shares	Sole	2023-10-20
2023-06-30	$1	24	+2300.0%	Shares	Sole	2023-07-14
2022-06-30	$34	1	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.