BFWA
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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
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 $5.7T 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 $1.47T 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