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Legacy Trust’s Union Pacific UNP Stock Holding History

Legacy Trust’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 		$1.06M Sell
3,494
-78
-2% -$22.7K 0.18% 91
2026
Q2 		$972K Sell
3,572
-405
-10% -$106K 0.17% 90
2026
Q1 		$965K Hold
3,977
– – 0.18% 88
2025
Q4 		$920K Sell
3,977
-196
-5% -$44.7K 0.17% 92
2025
Q3 		$986K Buy
4,173
+1,000
+32% +$225K 0.19% 83
2025
Q2 		$730K Sell
3,173
-338
-10% -$75K 0.18% 89
2025
Q1 		$829K Hold
3,511
– – 0.2% 82
2024
Q4 		$801K Sell
3,511
-110
-3% -$26K 0.19% 83
2024
Q3 		$893K Buy
3,621
+134
+4% +$32.5K 0.21% 80
2024
Q2 		$789K Hold
3,487
– – 0.2% 83
2024
Q1 		$858K Buy
3,487
+46
+1% +$11.3K 0.21% 79
2023
Q4 		$845K Sell
3,441
-6
-0.2% -$1.32K 0.22% 79
2023
Q3 		$702K Sell
3,447
-14
-0.4% -$3.05K 0.2% 84
2023
Q2 		$708K Buy
3,461
+19
+0.6% +$3.78K 0.2% 86
2023
Q1 		$693K Buy
3,442
+20
+0.6% +$4.05K 0.21% 85
2022
Q4 		$709K Buy
+3,422
New +$702K 0.22% 80

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Legacy Trust's UNP Position: Q3 2026 in Review

Legacy Trust reduced its Union Pacific (UNP) stake by 2.2% in Q3 2026, selling an estimated $22.7K and leaving 3,494 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #91.

Legacy Trust first reported a position in UNP in Q4 2022 and has held it in 16 quarters since. 1,767 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Legacy Trust held 3,494 shares of Union Pacific worth $1.06M as of Q3 2026.
  • Legacy Trust sold 78 Union Pacific shares in Q3 2026, an estimated $22.7K.
  • Union Pacific made up 0.18% of Legacy Trust's portfolio in Q3 2026, its #91 holding.
  • Legacy Trust first reported a position in Union Pacific in Q4 2022 and has held it in 16 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.