Beacon Financial Group’s Union Pacific UNP Stock Holding History

Beacon Financial Group’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	$200K	Buy	+736	New	+$193K	0.02%	373
2017 Q3	–	Sell	-16,804	Closed	-$1.81M	–	191
2017 Q2	$1.81M	Buy	16,804 +1,239	+8%	+$135K	0.34%	66
2017 Q1	$1.66M	Buy	15,565 +2,064	+15%	+$220K	0.32%	67
2016 Q4	$1.4M	Buy	13,501 +1,551	+13%	+$152K	0.28%	70
2016 Q3	$1.15M	Buy	11,950 +375	+3%	+$35.1K	0.24%	76
2016 Q2	$999K	Sell	11,575 -1,317	-10%	-$111K	0.22%	75
2016 Q1	$1.04M	Buy	12,892 +457	+4%	+$35.3K	0.22%	73
2015 Q4	$976K	Sell	12,435 -285	-2%	-$24.5K	0.22%	73
2015 Q3	$1.1M	Buy	12,720 +5,465	+75%	+$499K	0.27%	72
2015 Q2	$693K	Buy	+7,255	New	+$756K	0.15%	87

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Financial Group's UNP Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Union Pacific (UNP) in Q2 2026: 736 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #373 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in UNP as recently as Q2 2017.

Beacon Financial Group first reported a position in UNP in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.81M in Q2 2017. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Beacon Financial Group held 736 shares of Union Pacific worth $200K as of Q2 2026.
Union Pacific was a new Beacon Financial Group position in Q2 2026.
Union Pacific made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #373 holding.
Beacon Financial Group first reported a position in Union Pacific in Q2 2015 and has held it in 10 quarters since.
Beacon Financial Group's Union Pacific position peaked at $1.81M in Q2 2017.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.