Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Union Pacific UNP Stock Holding History

Legacy Financial Group (Iowa)’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 		$250K Buy
919
+4
+0.4% +$1.05K 0.03% 117
2026
Q1 		$222K Buy
915
+6
+0.7% +$1.47K 0.03% 113
2025
Q4 		$227K Buy
909
+5
+0.6% +$1.14K 0.03% 116
2025
Q3 		$214K Buy
+904
New +$204K 0.03% 113
2023
Q4 		– Sell
-408
Closed -$83.1K – 481
2023
Q3 		$83.1K Buy
+408
New +$88.9K 0.02% 145

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Legacy Financial Group (Iowa)'s UNP Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Union Pacific (UNP) stake by 0.44% in Q2 2026, buying an estimated $1.05K and bringing the position to 919 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #117.

Legacy Financial Group (Iowa) first reported a position in UNP in Q3 2023 and has held it in 5 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Legacy Financial Group (Iowa) held 919 shares of Union Pacific worth $250K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #117 holding.
  • Legacy Financial Group (Iowa) first reported a position in Union Pacific in Q3 2023 and has held it in 5 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.