Bard Financial Services’s Union Pacific UNP Stock Holding History

Bard Financial Services’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
2025 Q3	$728K	Hold	3,080	–	–	0.08%	129
2025 Q2	$709K	Hold	3,080	–	–	0.08%	132
2025 Q1	$728K	Sell	3,080 -30	-1%	-$7.22K	0.09%	131
2024 Q4	$709K	Hold	3,110	–	–	0.09%	131
2024 Q3	$767K	Sell	3,110 -500	-14%	-$121K	0.09%	126
2024 Q2	$817K	Sell	3,610 -500	-12%	-$117K	0.08%	130
2024 Q1	$1.01M	Buy	4,110 +30	+0.7%	+$7.38K	0.11%	118
2023 Q4	$1M	Buy	4,080 +80	+2%	+$17.6K	0.11%	118
2023 Q3	$815K	Hold	4,000	–	–	0.1%	123
2023 Q2	$818K	Hold	4,000	–	–	0.06%	177
2023 Q1	$805K	Hold	4,000	–	–	0.06%	186
2022 Q4	$828K	Hold	4,000	–	–	0.07%	179
2022 Q3	$779K	Hold	4,000	–	–	0.07%	169
2022 Q2	$853K	Hold	4,000	–	–	0.08%	165
2022 Q1	$1.09M	Hold	4,000	–	–	0.09%	149
2021 Q4	$1.01M	Hold	4,000	–	–	0.08%	148
2021 Q3	$784K	Hold	4,000	–	–	0.07%	158
2021 Q2	$880K	Hold	4,000	–	–	0.08%	153
2021 Q1	$882K	Hold	4,000	–	–	0.09%	146
2020 Q4	$833K	Buy	+4,000	New	+$799K	0.08%	145

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bard Financial Services's UNP Position: Q3 2025 in Review

Bard Financial Services held its Union Pacific (UNP) position steady in Q3 2025 at 3,080 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #129.

Bard Financial Services first reported a position in UNP in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.09M in Q1 2022. 2,655 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Bard Financial Services held 3,080 shares of Union Pacific worth $728K as of Q3 2025.
Bard Financial Services left its Union Pacific share count unchanged in Q3 2025.
Union Pacific made up 0.08% of Bard Financial Services's portfolio in Q3 2025, its #129 holding.
Bard Financial Services first reported a position in Union Pacific in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Union Pacific position peaked at $1.09M in Q1 2022.
2,655 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.