Howard Financial Services
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Howard Financial Services’s Union Pacific UNP Stock Holding History

Howard Financial Services’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
Q3 		$389K Buy
1,431
+185
+15% +$53.8K 0.04% 161
2026
Q2 		$339K Sell
1,246
-21
-2% -$5.51K 0.04% 165
2026
Q1 		$307K Buy
1,267
+161
+15% +$39.4K 0.03% 168
2025
Q4 		$256K Buy
1,106
+200
+22% +$45.7K 0.03% 174
2025
Q3 		$214K Sell
906
-3
-0.3% -$676 0.03% 177
2025
Q2 		$209K Buy
909
+17
+2% +$3.77K 0.03% 170
2025
Q1 		$211K Buy
+892
New +$215K 0.03% 170
2024
Q1 		– Sell
-819
Closed -$201K – 166
2023
Q4 		$201K Buy
+819
New +$180K 0.04% 144
2021
Q3 		– Sell
-1,272
Closed -$280K – 136
2021
Q2 		$280K Buy
1,272
+150
+13% +$33.4K 0.11% 93
2021
Q1 		$247K Buy
+1,122
New +$236K 0.11% 102
2020
Q1 		– Sell
-3,965
Closed -$717K – 130
2019
Q4 		$717K Buy
3,965
+7
+0.2% +$1.2K 0.44% 40
2019
Q3 		$641K Buy
3,958
+3
+0.1% +$504 0.42% 42
2019
Q2 		$669K Buy
3,955
+1
+0% +$171 0.46% 42
2019
Q1 		$661K Hold
3,954
– – 0.47% 40
2018
Q4 		$547K Buy
+3,954
New +$586K 0.42% 45

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Howard Financial Services's UNP Position: Q3 2026 in Review

Howard Financial Services increased its Union Pacific (UNP) stake by 15% in Q3 2026, buying an estimated $53.8K and bringing the position to 1,431 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #161.

Howard Financial Services first reported a position in UNP in Q4 2018 and has held it in 15 quarters since. The position peaked at $717K in Q4 2019. 1,721 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Howard Financial Services held 1,431 shares of Union Pacific worth $389K as of Q3 2026.
  • Howard Financial Services bought 185 Union Pacific shares in Q3 2026, an estimated $53.8K.
  • Union Pacific made up 0.04% of Howard Financial Services's portfolio in Q3 2026, its #161 holding.
  • Howard Financial Services first reported a position in Union Pacific in Q4 2018 and has held it in 15 quarters since.
  • Howard Financial Services's Union Pacific position peaked at $717K in Q4 2019.
  • 1,721 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.