BFA
UNP icon

Beacon Financial Advisory’s Union Pacific UNP Stock Holding History

Beacon Financial Advisory’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
Q1 		$264K Buy
1,089
+73
+7% +$17.9K 0.06% 330
2025
Q4 		$235K Sell
1,016
-11
-1% -$2.51K 0.05% 340
2025
Q3 		$243K Buy
1,027
+88
+9% +$19.8K 0.06% 331
2025
Q2 		$216K Buy
+939
New +$208K 0.06% 330

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Financial Advisory's UNP Position: Q1 2026 in Review

Beacon Financial Advisory increased its Union Pacific (UNP) stake by 7.2% in Q1 2026, buying an estimated $17.9K and bringing the position to 1,089 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #330.

Beacon Financial Advisory first reported a position in UNP in Q2 2025 and has held it in 4 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Beacon Financial Advisory held 1,089 shares of Union Pacific worth $264K as of Q1 2026.
  • Beacon Financial Advisory bought 73 Union Pacific shares in Q1 2026, an estimated $17.9K.
  • Union Pacific made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #330 holding.
  • Beacon Financial Advisory first reported a position in Union Pacific in Q2 2025 and has held it in 4 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.