Key Financial Inc
UNP icon

Key Financial Inc’s Union Pacific UNP Stock Holding History

Key Financial Inc’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
Q3 		$503K Buy
1,850
+67
+4% +$19.5K 0.08% 186
2026
Q2 		$485K Sell
1,783
-38
-2% -$10K 0.08% 192
2026
Q1 		$442K Buy
1,821
+38
+2% +$9.3K 0.08% 197
2025
Q4 		$412K Hold
1,783
– – 0.08% 199
2025
Q3 		$419K Hold
1,783
– – 0.08% 193
2025
Q2 		$410K Hold
1,783
– – 0.08% 188
2025
Q1 		$421K Sell
1,783
-64
-3% -$15.4K 0.09% 177
2024
Q4 		$421K Buy
1,847
+64
+4% +$15.2K 0.1% 163
2024
Q3 		$439K Buy
1,783
+14
+0.8% +$3.4K 0.1% 167
2024
Q2 		$400K Buy
1,769
+13
+0.7% +$3.05K 0.1% 162
2024
Q1 		$432K Sell
1,756
-128
-7% -$31.5K 0.11% 151
2023
Q4 		$463K Hold
1,884
– – 0.13% 133
2023
Q3 		$384K Buy
1,884
+8
+0.4% +$1.74K 0.13% 135
2023
Q2 		$384K Hold
1,876
– – 0.13% 138
2023
Q1 		$378K Hold
1,876
– – 0.14% 130
2022
Q4 		$365K Hold
1,876
– – 0.17% 111
2022
Q3 		$365K Hold
1,876
– – 0.17% 113
2022
Q2 		$404K Buy
1,876
+48
+3% +$10.9K 0.22% 91
2022
Q1 		$499K Buy
1,828
+236
+15% +$59.6K 0.25% 76
2021
Q4 		$401K Hold
1,592
– – 0.2% 97
2021
Q3 		$312K Hold
1,592
– – 0.18% 109
2021
Q2 		$348K Hold
1,592
– – 0.19% 101
2021
Q1 		$351K Buy
1,592
+405
+34% +$85K 0.23% 89
2020
Q4 		$247K Sell
1,187
-541
-31% -$108K 0.18% 103
2020
Q3 		$340K Hold
1,728
– – 0.35% 72
2020
Q2 		$286K Sell
1,728
-230
-12% -$36.9K 0.33% 77
2020
Q1 		$275K Sell
1,958
-12
-0.6% -$1.98K 0.28% 72
2019
Q4 		$356K Buy
+1,970
New +$337K 0.33% 69

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Key Financial Inc's UNP Position: Q3 2026 in Review

Key Financial Inc increased its Union Pacific (UNP) stake by 3.8% in Q3 2026, buying an estimated $19.5K and bringing the position to 1,850 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #186.

Key Financial Inc first reported a position in UNP in Q4 2019 and has held it in 28 quarters since. 1,927 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Key Financial Inc held 1,850 shares of Union Pacific worth $503K as of Q3 2026.
  • Key Financial Inc bought 67 Union Pacific shares in Q3 2026, an estimated $19.5K.
  • Union Pacific made up 0.08% of Key Financial Inc's portfolio in Q3 2026, its #186 holding.
  • Key Financial Inc first reported a position in Union Pacific in Q4 2019 and has held it in 28 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.