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Benchmark Financial Wealth Advisors’s Union Pacific UNP Stock Holding History

Benchmark Financial Wealth 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 		$432K Buy
1,586
+133
+9% +$34.9K 0.11% 91
2026
Q1 		$352K Buy
1,453
+88
+6% +$21.5K 0.1% 94
2025
Q4 		$316K Sell
1,365
-105
-7% -$24K 0.09% 95
2025
Q3 		$348K Sell
1,470
-65
-4% -$14.7K 0.1% 88
2025
Q2 		$353K Buy
1,535
+40
+3% +$8.88K 0.12% 83
2025
Q1 		$353K Sell
1,495
-27
-2% -$6.5K 0.13% 73
2024
Q4 		$347K Sell
1,522
-130
-8% -$30.8K 0.11% 72
2024
Q3 		$407K Buy
1,652
+51
+3% +$12.4K 0.14% 64
2024
Q2 		$362K Sell
1,601
-93
-5% -$21.8K 0.13% 62
2024
Q1 		$417K Buy
1,694
+755
+80% +$186K 0.16% 56
2023
Q4 		$231K Buy
+939
New +$206K 0.1% 74

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Benchmark Financial Wealth Advisors's UNP Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Union Pacific (UNP) stake by 9.2% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,586 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #91.

Benchmark Financial Wealth Advisors first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,586 shares of Union Pacific worth $432K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 133 Union Pacific shares in Q2 2026, an estimated $34.9K.
  • Union Pacific made up 0.11% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.