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Unum shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in Unum

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

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Quarterly reported holdings in Unum by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 27k 89.40

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
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Ishares Tr Jpmorgan Usd Emg (EMB)
Simplify Exchange Traded Fun Managed Futures (CTA)
Amazon (AMZN)
Ciena Corp Com New (CIEN)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Johnson & Johnson (JNJ)
CenterPoint Energy (CNP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Element Solutions (ESI)
CVS Caremark Corporation (CVS)

View all positions for Peak Financial Advisors

Top funds holding Unum

BlackRock
Vanguard Portfolio Management
FMR
Vanguard Capital Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
First Trust Advisors
LSV Asset Management
Adage Capital Partners GP
AQR Capital Management
Woodline Partners
Northern Trust
Millennium Management

View all funds holding Unum