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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return