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Kelly Financial Services’s Union Pacific UNP Stock Holding History

Kelly 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
Q2 		$205K Buy
+754
New +$198K 0.04% 139
2024
Q3 		– Sell
-317
Closed -$71.8K – 718
2024
Q2 		$71.8K Buy
317
+114
+56% +$26.7K 0.03% 188
2024
Q1 		$49.8K Hold
203
– – 0.02% 218
2023
Q4 		$49.8K Buy
203
+54
+36% +$11.9K 0.02% 203
2023
Q3 		$30.3K Sell
149
-29
-16% -$6.32K 0.01% 239
2023
Q2 		$36.4K Buy
178
+88
+98% +$17.5K 0.02% 226
2023
Q1 		$18.2K Buy
90
+37
+70% +$7.5K 0.01% 283
2022
Q4 		$11K Hold
53
– – 0.01% 323
2022
Q3 		$10.3K Hold
53
– – 0.01% 323
2022
Q2 		$11.3K Hold
53
– – 0.01% 311
2022
Q1 		$14.5K Hold
53
– – 0.01% 301
2021
Q4 		$13.4K Sell
53
-10
-16% -$2.37K 0.01% 306
2021
Q3 		$12.3K Sell
63
-13,793
-100% -$2.98M 0.01% 306
2021
Q2 		$63K Buy
13,856
+13,793
+21,894% +$3.07M ﹤0.01% 432
2021
Q1 		$13.9K Hold
63
– – 0.01% 258
2020
Q4 		$13.1K Hold
63
– – 0.01% 237
2020
Q3 		$12.4K Hold
63
– – 0.01% 229
2020
Q2 		$10.7K Hold
63
– – 0.01% 234
2020
Q1 		$8.89K Buy
63
+12
+24% +$1.98K 0.01% 229
2019
Q4 		$9.22K Hold
51
– – 0.01% 237
2019
Q3 		$8.26K Buy
51
+11
+28% +$1.85K 0.01% 243
2019
Q2 		$6.76K Hold
40
– – 0.01% 265
2019
Q1 		$6.69K Buy
+40
New +$6.44K 0.01% 262

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kelly Financial Services's UNP Position: Q2 2026 in Review

Kelly Financial Services opened a new position in Union Pacific (UNP) in Q2 2026: 754 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in UNP as recently as Q2 2024.

Kelly Financial Services first reported a position in UNP in Q1 2019 and has held it in 23 quarters since. 819 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Kelly Financial Services held 754 shares of Union Pacific worth $205K as of Q2 2026.
  • Union Pacific was a new Kelly Financial Services position in Q2 2026.
  • Union Pacific made up 0.04% of Kelly Financial Services's portfolio in Q2 2026, its #139 holding.
  • Kelly Financial Services first reported a position in Union Pacific in Q1 2019 and has held it in 23 quarters since.
  • 819 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.