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Jefferies Financial Group’s Union Pacific UNP Stock Holding History

Jefferies 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
Q1 		– Sell
-5,156
Closed -$1.19M – 2216
2025
Q4 		$1.19M Sell
5,156
-226,844
-98% -$51.8M 0.01% 1002
2025
Q3 		$54.8M Buy
232,000
+218,200
+1,581% +$49.2M 0.26% 56
2025
Q2 		$3.18M Buy
13,800
+9,148
+197% +$2.03M 0.03% 413
2025
Q1 		$1.1M Sell
4,652
-704
-13% -$169K 0.01% 779
2024
Q4 		$1.22M Sell
5,356
-3,782
-41% -$895K 0.01% 817
2024
Q3 		$2.25M Buy
9,138
+4,636
+103% +$1.12M 0.02% 555
2024
Q2 		$1.02M Sell
4,502
-34,598
-88% -$8.11M 0.01% 740
2024
Q1 		$9.62M Buy
39,100
+17,981
+85% +$4.42M 0.09% 176
2023
Q4 		$5.19M Buy
21,119
+8,419
+66% +$1.85M 0.03% 390
2023
Q3 		$2.59M Sell
12,700
-32,706
-72% -$7.12M 0.02% 540
2023
Q2 		$9.29M Buy
+45,406
New +$9.03M 0.08% 216
2023
Q1 		– Sell
-9,043
Closed -$1.87M – 2012
2022
Q4 		$1.87M Buy
+9,043
New +$1.85M 0.01% 678

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Jefferies Financial Group's UNP Position: Q1 2026 in Review

Jefferies Financial Group sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 5,156 shares — an estimated $1.19M sold.

Jefferies Financial Group first reported a position in UNP in Q4 2022 and held it in 12 quarters. The position peaked at $54.8M in Q3 2025. 2,785 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Jefferies Financial Group reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 5,156 Union Pacific shares in Q1 2026, an estimated $1.19M.
  • Jefferies Financial Group first reported a position in Union Pacific in Q4 2022 and held it in 12 quarters.
  • Jefferies Financial Group's Union Pacific position peaked at $54.8M in Q3 2025.
  • 2,785 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.