BFP
UNP icon

Birchwood Financial Partners’s Union Pacific UNP Stock Holding History

Birchwood Financial Partners’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 		$131K Hold
480
– – 0.11% 113
2026
Q1 		$116K Hold
480
– – 0.11% 104
2025
Q4 		$111K Buy
+480
New +$110K 0.11% 106

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

Birchwood Financial Partners's UNP Position: Q2 2026 in Review

Birchwood Financial Partners held its Union Pacific (UNP) position steady in Q2 2026 at 480 shares worth $131K. The position accounts for 0.11% of the portfolio, ranked #113.

Birchwood Financial Partners first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Birchwood Financial Partners held 480 shares of Union Pacific worth $131K as of Q2 2026.
  • Birchwood Financial Partners left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #113 holding.
  • Birchwood Financial Partners first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.