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Birch Financial Group’s Union Pacific UNP Stock Holding History

Birch 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 		$455K Buy
1,674
+4
+0.2% +$1.05K 0.23% 76
2026
Q1 		$405K Buy
1,670
+16
+1% +$3.92K 0.24% 84
2025
Q4 		$383K Buy
1,654
+8
+0.5% +$1.83K 0.22% 84
2025
Q3 		$389K Buy
1,646
+127
+8% +$28.6K 0.23% 76
2025
Q2 		$350K Buy
1,519
+15
+1% +$3.33K 0.28% 73
2025
Q1 		$355K Buy
1,504
+40
+3% +$9.63K 0.32% 69
2024
Q4 		$334K Buy
+1,464
New +$347K 0.38% 60

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Birch Financial Group increased its Union Pacific (UNP) stake by 0.24% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,674 shares worth $455K. The position accounts for 0.23% of the portfolio, ranked #76.

Birch Financial Group first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 1,844 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Birch Financial Group held 1,674 shares of Union Pacific worth $455K as of Q2 2026.
  • Birch Financial Group bought 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.23% of Birch Financial Group's portfolio in Q2 2026, its #76 holding.
  • Birch Financial Group first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.