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B. Riley Wealth Advisors’s Union Pacific UNP Stock Holding History

B. Riley Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
4,486
+17
+0.4% +$4.46K 0.07% 265
2026
Q1 		$1.07M Sell
4,469
-1,103
-20% -$270K 0.07% 276
2025
Q4 		$1.29M Sell
5,572
-26
-0.5% -$5.93K 0.06% 296
2025
Q3 		$1.32M Sell
5,598
-404
-7% -$91.1K 0.06% 285
2025
Q2 		$1.38M Buy
+6,002
New +$1.33M 0.06% 276
2024
Q4 		$3.96M Sell
17,377
-2,107
-11% -$499K 0.13% 169
2024
Q3 		$4.77M Sell
19,484
-4,682
-19% -$1.14M 0.13% 170
2024
Q2 		$5.47M Sell
24,166
-18,969
-44% -$4.45M 0.14% 152
2024
Q1 		$8.78M Buy
43,135
+8,762
+25% +$2.16M 0.24% 83
2023
Q4 		$8.44M Sell
34,373
-8,762
-20% -$1.93M 0.23% 94
2023
Q3 		$8.78M Buy
43,135
+2,850
+7% +$621K 0.24% 83
2023
Q2 		$8.24M Buy
40,285
+948
+2% +$188K 0.18% 114
2023
Q1 		$7.92M Sell
39,337
-2,963
-7% -$601K 0.21% 105
2022
Q4 		$8.76M Buy
42,300
+501
+1% +$103K 0.25% 85
2022
Q3 		$8.14M Buy
41,799
+18,760
+81% +$4.15M 0.25% 86
2022
Q2 		$4.91M Sell
23,039
-1,057
-4% -$241K 0.21% 110
2022
Q1 		$6.58M Buy
24,096
+2,477
+11% +$625K 0.22% 100
2021
Q4 		$5.45M Buy
21,619
+195
+0.9% +$46.2K 0.16% 139
2021
Q3 		$4.21M Buy
21,424
+224
+1% +$48.4K 0.13% 165
2021
Q2 		$4.66M Sell
21,200
-1,013
-5% -$226K 0.15% 160
2021
Q1 		$4.89M Buy
22,213
+11,124
+100% +$2.34M 0.17% 139
2020
Q4 		$2.31M Sell
11,089
-2,900
-21% -$579K 0.12% 182
2020
Q3 		$2.72M Buy
13,989
+6,029
+76% +$1.12M 0.15% 159
2020
Q2 		$1.35M Sell
7,960
-29
-0.4% -$4.65K 0.09% 226
2020
Q1 		$1.13M Sell
7,989
-3,191
-29% -$527K 0.1% 213
2019
Q4 		$2.02M Sell
11,180
-19
-0.2% -$3.25K 0.17% 135
2019
Q3 		$1.81M Sell
11,199
-398
-3% -$66.9K 0.18% 129
2019
Q2 		$1.96M Sell
11,597
-710
-6% -$122K 0.22% 95
2019
Q1 		$2.06M Buy
12,307
+367
+3% +$59.1K 0.26% 88
2018
Q4 		$1.65M Buy
11,940
+217
+2% +$32.1K 0.24% 97
2018
Q3 		$1.91M Sell
11,723
-29
-0.2% -$4.37K 0.23% 96
2018
Q2 		$1.67M Sell
11,752
-874
-7% -$122K 0.22% 110
2018
Q1 		$1.7M Buy
12,626
+754
+6% +$101K 0.24% 105
2017
Q4 		$1.59M Buy
11,872
+251
+2% +$30.3K 0.22% 122
2017
Q3 		$1.35M Buy
11,621
+343
+3% +$36.8K 0.22% 115
2017
Q2 		$1.23M Buy
11,278
+108
+1% +$11.8K 0.22% 126
2017
Q1 		$1.19M Sell
11,170
-1,399
-11% -$149K 0.24% 112
2016
Q4 		$1.3M Sell
12,569
-2,996
-19% -$295K 0.27% 100
2016
Q3 		$1.52M Sell
15,565
-296
-2% -$27.7K 0.3% 79
2016
Q2 		$1.39M Buy
15,861
+1,124
+8% +$95K 0.28% 90
2016
Q1 		$1.17M Sell
14,737
-97
-0.7% -$7.5K 0.27% 89
2015
Q4 		$1.16M Buy
14,834
+1,872
+14% +$161K 0.24% 116
2015
Q3 		$1.15M Buy
12,962
+1,787
+16% +$163K 0.28% 94
2015
Q2 		$1.07M Sell
11,175
-1,663
-13% -$173K 0.27% 95
2015
Q1 		$1.39M Sell
12,838
-3,484
-21% -$409K 0.34% 68
2014
Q4 		$9.45K Buy
16,322
+7,195
+79% +$826K 0.2% 106
2014
Q3 		$990K Sell
9,127
-13,687
-60% -$1.42M 0.26% 96
2014
Q2 		$1.38M Buy
22,814
+13,894
+156% +$1.35M 0.32% 54
2014
Q1 		$837K Buy
8,920
+2,056
+30% +$183K 0.25% 90
2013
Q4 		$577K Buy
6,864
+62
+0.9% +$4.91K 0.18% 133
2013
Q3 		$528K Buy
6,802
+1,666
+32% +$132K 0.18% 132
2013
Q2 		$396K Buy
+5,136
New +$387K 0.13% 178

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

B. Riley Wealth Advisors's UNP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Union Pacific (UNP) stake by 0.38% in Q2 2026, buying an estimated $4.46K and bringing the position to 4,486 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #265.

B. Riley Wealth Advisors first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.78M in Q1 2024. 1,003 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • B. Riley Wealth Advisors held 4,486 shares of Union Pacific worth $1.22M as of Q2 2026.
  • B. Riley Wealth Advisors bought 17 Union Pacific shares in Q2 2026, an estimated $4.46K.
  • Union Pacific made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • B. Riley Wealth Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Union Pacific position peaked at $8.78M in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.