JNBA Financial Advisors’s Union Pacific UNP Stock Holding History

JNBA 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 Q2	$71.3K	Buy	262 +2	+0.8%	+$525	0.01%	282
2026 Q1	$63.1K	Buy	260 +10	+4%	+$2.45K	0.01%	277
2025 Q4	$57.8K	Hold	250	–	–	0.01%	293
2025 Q3	$59.1K	Sell	250 -19	-7%	-$4.28K	0.01%	289
2025 Q2	$61.9K	Hold	269	–	–	0.01%	274
2025 Q1	$63.6K	Sell	269 -38	-12%	-$9.15K	0.01%	258
2024 Q4	$70K	Hold	307	–	–	0.01%	252
2024 Q3	$75.7K	Sell	307 -91	-23%	-$22.1K	0.01%	251
2024 Q2	$90.1K	Sell	398 -208	-34%	-$48.7K	0.01%	236
2024 Q1	$149K	Sell	606 -144	-19%	-$35.4K	0.02%	203
2023 Q4	$184K	Sell	750 -85	-10%	-$18.7K	0.02%	192
2023 Q3	$170K	Buy	835 +57	+7%	+$12.4K	0.02%	198
2023 Q2	$159K	Sell	778 -22	-3%	-$4.37K	0.02%	202
2023 Q1	$161K	Sell	800 -97	-11%	-$19.7K	0.02%	202
2022 Q4	$186K	Sell	897 -37	-4%	-$7.59K	0.03%	189
2022 Q3	$182K	Sell	934 -54	-5%	-$11.9K	0.03%	185
2022 Q2	$211K	Buy	988 +36	+4%	+$8.19K	0.03%	179
2022 Q1	$260K	Sell	952 -95	-9%	-$24K	0.03%	170
2021 Q4	$264K	Buy	1,047 +8	+0.8%	+$1.9K	0.03%	173
2021 Q3	$204K	Sell	1,039 -18	-2%	-$3.89K	0.03%	191
2021 Q2	$232K	Sell	1,057 -25	-2%	-$5.57K	0.03%	183
2021 Q1	$238K	Buy	1,082 +46	+4%	+$9.66K	0.03%	178
2020 Q4	$216K	Buy	1,036 +384	+59%	+$76.7K	0.04%	169
2020 Q3	$128K	Buy	652 +7	+1%	+$1.3K	0.03%	180
2020 Q2	$109K	Hold	645	–	–	0.02%	180
2020 Q1	$91K	Sell	645 -41	-6%	-$6.78K	0.02%	179
2019 Q4	$124K	Buy	686 +41	+6%	+$7.02K	0.02%	174
2019 Q3	$104K	Sell	645 -175	-21%	-$29.4K	0.02%	173
2019 Q2	$139K	Buy	820 +200	+32%	+$34.3K	0.03%	165
2019 Q1	$104K	Sell	620 -24	-4%	-$3.86K	0.02%	176
2018 Q4	$89K	Buy	+644	New	+$95.4K	0.02%	167
2018 Q3	–	Sell	-654	Closed	-$93K	–	705
2018 Q2	$93K	Hold	654	–	–	0.02%	179
2018 Q1	$88K	Sell	654 -23	-3%	-$3.1K	0.02%	179
2017 Q4	$91K	Sell	677 -60	-8%	-$7.24K	0.02%	182
2017 Q3	$85K	Sell	737 -28	-4%	-$3K	0.02%	176
2017 Q2	$83K	Hold	765	–	–	0.02%	168
2017 Q1	$81K	Sell	765 -160	-17%	-$17.1K	0.02%	170
2016 Q4	$96K	Sell	925 -2,471	-73%	-$243K	0.02%	166
2016 Q3	$331K	Buy	3,396 +2,565	+309%	+$240K	0.05%	149
2016 Q2	$73K	Hold	831	–	–	0.02%	177
2016 Q1	$66K	Hold	831	–	–	0.02%	173
2015 Q4	$65K	Hold	831	–	–	0.02%	173
2015 Q3	$73K	Sell	831 -30	-3%	-$2.74K	0.03%	158
2015 Q2	$82K	Sell	861 -40	-4%	-$4.17K	0.03%	149
2015 Q1	$98K	Sell	901 -560	-38%	-$65.7K	0.04%	134
2014 Q4	$174K	Sell	1,461 -76	-5%	-$8.72K	0.07%	106
2014 Q3	$167K	Buy	1,537 +276	+22%	+$28.6K	0.08%	104
2014 Q2	$126K	Sell	1,261 -1	-0.1%	-$97	0.06%	108
2014 Q1	$118K	Hold	1,262	–	–	0.06%	107
2013 Q4	$106K	Hold	1,262	–	–	0.06%	115
2013 Q3	$98K	Buy	1,262 +460	+57%	+$36.4K	0.06%	118
2013 Q2	$62K	Buy	+802	New	+$60.4K	0.04%	142

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JNBA Financial Advisors's UNP Position: Q2 2026 in Review

JNBA Financial Advisors increased its Union Pacific (UNP) stake by 0.77% in Q2 2026, buying an estimated $525 and bringing the position to 262 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #282.

JNBA Financial Advisors first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $331K in Q3 2016. 1,003 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

JNBA Financial Advisors held 262 shares of Union Pacific worth $71.3K as of Q2 2026.
JNBA Financial Advisors bought 2 Union Pacific shares in Q2 2026, an estimated $525.
Union Pacific made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #282 holding.
JNBA Financial Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Union Pacific position peaked at $331K in Q3 2016.
1,003 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.