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 Q2	$473K	Buy	1,738 +2	+0.1%	+$525	0.04%	178
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Convergence Financial's UNP Position: Q2 2026 in Review

Convergence Financial increased its Union Pacific (UNP) stake by 0.12% in Q2 2026, buying an estimated $525 and bringing the position to 1,738 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #178.

Convergence Financial first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2025. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Convergence Financial held 1,738 shares of Union Pacific worth $473K as of Q2 2026.
Convergence Financial bought 2 Union Pacific shares in Q2 2026, an estimated $525.
Union Pacific made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #178 holding.
Convergence Financial first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Union Pacific position peaked at $2.3M in Q3 2025.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.