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Beacon Financial Strategies’s Union Pacific UNP Stock Holding History

Beacon Financial Strategies’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 		$38.6K Hold
142
– – 0.02% 112
2026
Q1 		$34.5K Hold
142
– – 0.02% 92
2025
Q4 		$32.8K Buy
+142
New +$32.4K 0.02% 96

Other funds holding UNP

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

Beacon Financial Strategies held its Union Pacific (UNP) position steady in Q2 2026 at 142 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #112.

Beacon Financial Strategies first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 464 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Beacon Financial Strategies held 142 shares of Union Pacific worth $38.6K as of Q2 2026.
  • Beacon Financial Strategies left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #112 holding.
  • Beacon Financial Strategies first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 464 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.