Quotient Wealth Partners, LLC

Position in UNM — Unum Group

CIK 2004904 DALLAS, TX

Position in UNM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$253,717

+$49,891 QoQ

Shares Held

2,838

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#528

of 754 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $1,195,774 across 4 Insurance - Life names. UNM ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	4,167	$352,569
2	AFL	Aflac Inc	2,904	$340,494
3	UNM	Unum Group This page	2,838	$253,717
4	PRU	Prudential Financial Inc	2,307	$248,994

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,717	2,838	+1.7%	Shares	Sole	2026-08-03
2026-03-31	$203,826	2,791	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.