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Comprehensive Financial Consultants Institutional’s Union Pacific UNP Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$5.3M Buy
19,487
+171
+0.9% +$44.9K 1.4% 17
2026
Q1 		$4.69M Buy
19,316
+31
+0.2% +$7.59K 1.39% 19
2025
Q4 		$4.46M Buy
19,285
+429
+2% +$97.9K 1.35% 20
2025
Q3 		$4.46M Buy
18,856
+751
+4% +$169K 1.38% 19
2025
Q2 		$4.17M Buy
18,105
+727
+4% +$161K 1.37% 20
2025
Q1 		$4.11M Buy
17,378
+260
+2% +$62.6K 1.46% 19
2024
Q4 		$3.9M Buy
17,118
+766
+5% +$181K 1.42% 19
2024
Q3 		$4.03M Buy
16,352
+411
+3% +$99.7K 1.47% 19
2024
Q2 		$3.61M Buy
15,941
+1,558
+11% +$365K 1.41% 22
2024
Q1 		$3.54M Buy
14,383
+388
+3% +$95.5K 1.47% 15
2023
Q4 		$3.44M Buy
13,995
+756
+6% +$166K 1.6% 10
2023
Q3 		$2.7M Buy
13,239
+1,064
+9% +$232K 1.42% 19
2023
Q2 		$2.56M Buy
12,175
+1,020
+9% +$203K 1.35% 20
2023
Q1 		$2.25M Buy
11,155
+1,088
+11% +$221K 1.27% 22
2022
Q4 		$2.16M Buy
10,067
+483
+5% +$99.1K 1.31% 20
2022
Q3 		$1.9M Buy
9,584
+910
+10% +$201K 1.26% 23
2022
Q2 		$1.79M Buy
8,674
+51
+0.6% +$11.6K 1.27% 22
2022
Q1 		$1.98M Buy
8,623
+372
+5% +$93.9K 1.38% 18
2021
Q4 		$2.03M Buy
+8,251
New +$1.95M 1.3% 17

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's UNP Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Union Pacific (UNP) stake by 0.89% in Q2 2026, buying an estimated $44.9K and bringing the position to 19,487 shares worth $5.3M. The position accounts for 1.4% of the portfolio, ranked #17.

Comprehensive Financial Consultants Institutional first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 19,487 shares of Union Pacific worth $5.3M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 171 Union Pacific shares in Q2 2026, an estimated $44.9K.
  • Union Pacific made up 1.4% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #17 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.