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Barnes Pettey Financial Advisors’s Union Pacific UNP Stock Holding History

Barnes Pettey Financial 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 		$586K Hold
2,153
– – 0.18% 95
2026
Q1 		$522K Hold
2,153
– – 0.23% 85
2025
Q4 		$498K Sell
2,153
-98
-4% -$22.4K 0.25% 76
2025
Q3 		$532K Sell
2,251
-44
-2% -$9.92K 0.29% 63
2025
Q2 		$528K Buy
2,295
+30
+1% +$6.66K 0.35% 56
2025
Q1 		$535K Buy
2,265
+86
+4% +$20.7K 0.42% 52
2024
Q4 		$497K Hold
2,179
– – 0.38% 49
2024
Q3 		$537K Hold
2,179
– – 0.43% 46
2024
Q2 		$493K Hold
2,179
– – 0.42% 45
2024
Q1 		$536K Sell
2,179
-346
-14% -$85.1K 0.46% 43
2023
Q4 		$620K Hold
2,525
– – 0.5% 44
2023
Q3 		$514K Hold
2,525
– – 0.47% 51
2023
Q2 		$517K Buy
2,525
+34
+1% +$6.76K 0.45% 52
2023
Q1 		$501K Sell
2,491
-30
-1% -$6.08K 0.48% 52
2022
Q4 		$522K Hold
2,521
– – 0.54% 46
2022
Q3 		$491K Sell
2,521
-68
-3% -$15K 0.67% 40
2022
Q2 		$552K Hold
2,589
– – 0.71% 39
2022
Q1 		$707K Hold
2,589
– – 0.86% 32
2021
Q4 		$652K Buy
+2,589
New +$613K 0.75% 35

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Barnes Pettey Financial Advisors's UNP Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 2,153 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #95.

Barnes Pettey Financial Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $707K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Barnes Pettey Financial Advisors held 2,153 shares of Union Pacific worth $586K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.18% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Barnes Pettey Financial Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Union Pacific position peaked at $707K in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.