MFG
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Merit Financial Group’s Union Pacific UNP Stock Holding History

Merit Financial Group’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 		$13M Sell
47,636
-4,042
-8% -$1.06M 0.08% 215
2026
Q1 		$12.5M Buy
51,678
+8,223
+19% +$2.01M 0.09% 195
2025
Q4 		$10.1M Buy
43,455
+4,421
+11% +$1.01M 0.08% 205
2025
Q3 		$9.23M Buy
39,034
+1,522
+4% +$343K 0.08% 184
2025
Q2 		$8.63M Buy
37,512
+12,305
+49% +$2.73M 0.1% 166
2025
Q1 		$5.95M Buy
25,207
+1,732
+7% +$417K 0.09% 187
2024
Q4 		$5.35M Buy
23,475
+6,470
+38% +$1.53M 0.1% 172
2024
Q3 		$4.19M Sell
17,005
-2,419
-12% -$587K 0.09% 167
2024
Q2 		$4.39M Buy
19,424
+827
+4% +$194K 0.1% 159
2024
Q1 		$4.47M Buy
18,597
+9,192
+98% +$2.26M 0.11% 150
2023
Q4 		$2.31M Sell
9,405
-8,054
-46% -$1.77M 0.07% 181
2023
Q3 		$3.56M Buy
17,459
+250
+1% +$54.4K 0.12% 135
2023
Q2 		$3.52M Buy
17,209
+4,543
+36% +$903K 0.11% 137
2023
Q1 		$2.55M Sell
12,666
-1,433
-10% -$290K 0.09% 171
2022
Q4 		$2.92M Buy
14,099
+411
+3% +$84.3K 0.11% 143
2022
Q3 		$2.67M Sell
13,688
-7,597
-36% -$1.68M 0.12% 124
2022
Q2 		$4.54M Buy
21,285
+14,947
+236% +$3.4M 0.14% 94
2022
Q1 		$1.73M Sell
6,338
-44
-0.7% -$11.1K 0.1% 111
2021
Q4 		$1.61M Buy
6,382
+115
+2% +$27.2K 0.16% 69
2021
Q3 		$1.23M Buy
6,267
+2
+0% +$432 0.13% 80
2021
Q2 		$1.38M Buy
6,265
+242
+4% +$53.9K 0.13% 79
2021
Q1 		$1.33M Buy
6,023
+656
+12% +$138K 0.14% 75
2020
Q4 		$1.12M Sell
5,367
-243
-4% -$48.5K 0.11% 81
2020
Q3 		$1.1M Buy
5,610
+178
+3% +$33.1K 0.1% 80
2020
Q2 		$918K Buy
5,432
+238
+5% +$38.1K 0.09% 87
2020
Q1 		$733K Sell
5,194
-84
-2% -$13.9K 0.08% 93
2019
Q4 		$954K Buy
+5,278
New +$904K 0.08% 90

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Merit Financial Group's UNP Position: Q2 2026 in Review

Merit Financial Group reduced its Union Pacific (UNP) stake by 7.8% in Q2 2026, selling an estimated $1.06M and leaving 47,636 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #215.

Merit Financial Group first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Merit Financial Group held 47,636 shares of Union Pacific worth $13M as of Q2 2026.
  • Merit Financial Group sold 4,042 Union Pacific shares in Q2 2026, an estimated $1.06M.
  • Union Pacific made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #215 holding.
  • Merit Financial Group first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.