FFA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fi3 Financial Advisors's UNP Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Union Pacific (UNP) stake by 18% in Q1 2026, buying an estimated $40.4K and bringing the position to 1,100 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #163.

Fi3 Financial Advisors first reported a position in UNP in Q1 2024 and has held it in 4 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Fi3 Financial Advisors held 1,100 shares of Union Pacific worth $267K as of Q1 2026.
  • Fi3 Financial Advisors bought 165 Union Pacific shares in Q1 2026, an estimated $40.4K.
  • Union Pacific made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #163 holding.
  • Fi3 Financial Advisors first reported a position in Union Pacific in Q1 2024 and has held it in 4 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.