Convergence Financial’s Union Pacific UNP Stock Holding History

Convergence Financial’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 Q1	$421K	Buy	+1,736	New	+$425K	0.04%	159
2025 Q4	–	Sell	-9,719	Closed	-$2.3M	–	204
2025 Q3	$2.3M	Sell	9,719 -21	-0.2%	-$4.73K	0.35%	47
2025 Q2	$2.24M	Buy	9,740 +1,071	+12%	+$238K	0.39%	46
2025 Q1	$2.05M	Buy	8,669 +974	+13%	+$234K	0.4%	42
2024 Q4	$1.75M	Buy	7,695 +250	+3%	+$59.2K	0.35%	43
2024 Q3	$1.83M	Buy	7,445 +2,833	+61%	+$687K	0.39%	41
2024 Q2	$1.04M	Buy	+4,612	New	+$1.08M	0.28%	50

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Convergence Financial's UNP Position: Q1 2026 in Review

Convergence Financial opened a new position in Union Pacific (UNP) in Q1 2026: 1,736 shares worth $421K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Convergence Financial previously reported a position in UNP as recently as Q3 2025.

Convergence Financial first reported a position in UNP in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Convergence Financial held 1,736 shares of Union Pacific worth $421K as of Q1 2026.
Union Pacific was a new Convergence Financial position in Q1 2026.
Union Pacific made up 0.04% of Convergence Financial's portfolio in Q1 2026, its #159 holding.
Convergence Financial first reported a position in Union Pacific in Q2 2024 and has held it in 7 quarters since.
Convergence Financial's Union Pacific position peaked at $2.3M in Q3 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.