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Independent Financial Group’s Union Pacific UNP Stock Holding History

Independent Financial Group’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 		$1.73M Buy
6,373
+165
+3% +$43.3K 0.03% 496
2026
Q1 		$1.51M Buy
6,208
+100
+2% +$24.5K 0.03% 485
2025
Q4 		$1.41M Sell
6,108
-140
-2% -$32K 0.03% 509
2025
Q3 		$1.48M Buy
6,248
+1,768
+39% +$398K 0.04% 480
2025
Q2 		$1.03M Sell
4,480
-297
-6% -$65.9K 0.03% 535
2025
Q1 		$1.13M Buy
4,777
+1,559
+48% +$375K 0.04% 453
2024
Q4 		$734K Sell
3,218
-1,428
-31% -$338K 0.02% 570
2024
Q3 		$1.15M Sell
4,646
-187
-4% -$45.3K 0.04% 406
2024
Q2 		$1.09M Buy
4,833
+505
+12% +$118K 0.04% 383
2024
Q1 		$1.06M Buy
4,328
+68
+2% +$16.7K 0.05% 362
2023
Q4 		$1.05M Sell
4,260
-1
-0% -$220 0.06% 352
2023
Q3 		$868K Sell
4,261
-408
-9% -$88.9K 0.06% 350
2023
Q2 		$955K Buy
4,669
+137
+3% +$27.2K 0.07% 318
2023
Q1 		$912K Buy
4,532
+97
+2% +$19.7K 0.07% 295
2022
Q4 		$918K Sell
4,435
-37
-0.8% -$7.59K 0.08% 258
2022
Q3 		$871K Buy
4,472
+407
+10% +$90.1K 0.08% 250
2022
Q2 		$867K Sell
4,065
-7
-0.2% -$1.59K 0.09% 251
2022
Q1 		$1.11M Sell
4,072
-150
-4% -$37.9K 0.09% 225
2021
Q4 		$1.06M Sell
4,222
-495
-10% -$117K 0.09% 234
2021
Q3 		$925K Buy
4,717
+1,965
+71% +$424K 0.09% 230
2021
Q2 		$605K Buy
2,752
+713
+35% +$159K 0.06% 319
2021
Q1 		$449K Buy
+2,039
New +$428K 0.06% 358
2020
Q4 		– Sell
-1,147
Closed -$226K – 606
2020
Q3 		$226K Buy
+1,147
New +$213K 0.04% 422

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

Independent Financial Group's UNP Position: Q2 2026 in Review

Independent Financial Group increased its Union Pacific (UNP) stake by 2.7% in Q2 2026, buying an estimated $43.3K and bringing the position to 6,373 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #496.

Independent Financial Group first reported a position in UNP in Q3 2020 and has held it in 23 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Independent Financial Group held 6,373 shares of Union Pacific worth $1.73M as of Q2 2026.
  • Independent Financial Group bought 165 Union Pacific shares in Q2 2026, an estimated $43.3K.
  • Union Pacific made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #496 holding.
  • Independent Financial Group first reported a position in Union Pacific in Q3 2020 and has held it in 23 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.