Birch Financial Group
UNP icon

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
Q3 		$543K Buy
1,996
+322
+19% +$93.6K 0.25% 61
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% +$9.6K 0.32% 69
2024
Q4 		$334K Buy
+1,464
New +$347K 0.38% 60

Other funds holding UNP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Birch Financial Group's UNP Position: Q3 2026 in Review

Birch Financial Group increased its Union Pacific (UNP) stake by 19% in Q3 2026, buying an estimated $93.6K and bringing the position to 1,996 shares worth $543K. The position accounts for 0.25% of the portfolio, ranked #61.

Birch Financial Group first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. 2,201 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Birch Financial Group held 1,996 shares of Union Pacific worth $543K as of Q3 2026.
  • Birch Financial Group bought 322 Union Pacific shares in Q3 2026, an estimated $93.6K.
  • Union Pacific made up 0.25% of Birch Financial Group's portfolio in Q3 2026, its #61 holding.
  • Birch Financial Group first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.