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Berkshire Bank’s Union Pacific UNP Stock Holding History

Berkshire Bank’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 		$3.53M Sell
12,989
-916
-7% -$241K 0.68% 35
2026
Q1 		$3.37M Sell
13,905
-527
-4% -$129K 0.69% 35
2025
Q4 		$3.34M Sell
14,432
-219
-1% -$50K 0.68% 36
2025
Q3 		$3.46M Sell
14,651
-1,655
-10% -$373K 0.75% 32
2025
Q2 		$3.75M Sell
16,306
-137
-0.8% -$30.4K 0.86% 27
2025
Q1 		$3.88M Buy
16,443
+540
+3% +$130K 0.95% 26
2024
Q4 		$3.63M Sell
15,903
-199
-1% -$47.1K 0.84% 27
2024
Q3 		$3.97M Sell
16,102
-523
-3% -$127K 0.93% 27
2024
Q2 		$3.76M Sell
16,625
-509
-3% -$119K 0.95% 26
2024
Q1 		$4.21M Sell
17,134
-212
-1% -$52.2K 1.05% 25
2023
Q4 		$4.26M Sell
17,346
-536
-3% -$118K 1.13% 22
2023
Q3 		$3.64M Buy
17,882
+250
+1% +$54.4K 1.05% 25
2023
Q2 		$3.61M Sell
17,632
-253
-1% -$50.3K 1% 24
2023
Q1 		$3.6M Sell
17,885
-772
-4% -$156K 1.07% 22
2022
Q4 		$3.86M Sell
18,657
-1,365
-7% -$280K 1.18% 20
2022
Q3 		$3.9M Buy
20,022
+41
+0.2% +$9.07K 1.19% 19
2022
Q2 		$4.26M Buy
19,981
+3
+0% +$683 1.24% 19
2022
Q1 		$5.46M Sell
19,978
-48
-0.2% -$12.1K 1.3% 19
2021
Q4 		$5.04M Buy
20,026
+691
+4% +$164K 1.12% 22
2021
Q3 		$3.79M Buy
19,335
+13
+0.1% +$2.81K 0.92% 29
2021
Q2 		$4.25M Sell
19,322
-342
-2% -$76.2K 1.03% 24
2021
Q1 		$4.33M Sell
19,664
-392
-2% -$82.3K 1.09% 22
2020
Q4 		$4.18M Buy
20,056
+259
+1% +$51.7K 1.04% 23
2020
Q3 		$3.9M Buy
+19,797
New +$3.68M 1.04% 24

Other funds holding UNP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Berkshire Bank's UNP Position: Q2 2026 in Review

Berkshire Bank reduced its Union Pacific (UNP) stake by 6.6% in Q2 2026, selling an estimated $241K and leaving 12,989 shares worth $3.53M. The position accounts for 0.68% of the portfolio, ranked #35.

Berkshire Bank first reported a position in UNP in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.46M in Q1 2022. 1,398 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Berkshire Bank held 12,989 shares of Union Pacific worth $3.53M as of Q2 2026.
  • Berkshire Bank sold 916 Union Pacific shares in Q2 2026, an estimated $241K.
  • Union Pacific made up 0.68% of Berkshire Bank's portfolio in Q2 2026, its #35 holding.
  • Berkshire Bank first reported a position in Union Pacific in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Union Pacific position peaked at $5.46M in Q1 2022.
  • 1,398 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.