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JFG Wealth Management’s Union Pacific UNP Stock Holding History

JFG Wealth Management’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
2025
Q1 		– Sell
-1,476
Closed -$337K – 95
2024
Q4 		$337K Hold
1,476
– – 0.08% 74
2024
Q3 		$364K Buy
+1,476
New +$358K 0.1% 53

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JFG Wealth Management's UNP Position: Q1 2025 in Review

JFG Wealth Management sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 1,476 shares — an estimated $337K sold.

JFG Wealth Management first reported a position in UNP in Q3 2024 and held it in 2 quarters. The position peaked at $364K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • JFG Wealth Management reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • JFG Wealth Management sold 1,476 Union Pacific shares in Q1 2025, an estimated $337K.
  • JFG Wealth Management first reported a position in Union Pacific in Q3 2024 and held it in 2 quarters.
  • JFG Wealth Management's Union Pacific position peaked at $364K in Q3 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.