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Unum shares owned by Fulcrum Wealth Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by Fulcrum Wealth Advisors from 13F filings

Historical chart of Fulcrum Wealth Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Fulcrum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 31k 77.50

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Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co
Northern Trust

View all funds holding Unum