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Fi3 Financial Advisors’s Union Pacific UNP Stock Holding History

Fi3 Financial Advisors’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 		$242K Buy
3,350
+2,250
+205% +$591K 0.06% 204
2026
Q1 		$267K Buy
1,100
+165
+18% +$40.4K 0.08% 163
2025
Q4 		$216K Buy
+935
New +$213K 0.07% 175
2025
Q2 		– Sell
-852
Closed -$201K – 181
2025
Q1 		$201K Buy
+852
New +$205K 0.08% 130
2024
Q2 		– Sell
-849
Closed -$204K – 91
2024
Q1 		$204K Buy
+849
New +$209K 0.09% 83

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

Fi3 Financial Advisors's UNP Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Union Pacific (UNP) stake by 205% in Q2 2026, buying an estimated $591K and bringing the position to 3,350 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #204.

Fi3 Financial Advisors first reported a position in UNP in Q1 2024 and has held it in 5 quarters since. The position peaked at $267K in Q1 2026. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Fi3 Financial Advisors held 3,350 shares of Union Pacific worth $242K as of Q2 2026.
  • Fi3 Financial Advisors bought 2,250 Union Pacific shares in Q2 2026, an estimated $591K.
  • Union Pacific made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Fi3 Financial Advisors first reported a position in Union Pacific in Q1 2024 and has held it in 5 quarters since.
  • Fi3 Financial Advisors's Union Pacific position peaked at $267K in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.