MFA Wealth Services’s Union Pacific UNP Stock Holding History

MFA Wealth 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 Q3	$700K	Sell	2,572 -47	-2%	-$13.7K	0.42%	63
2026 Q2	$712K	Sell	2,619 -642	-20%	-$169K	0.43%	65
2026 Q1	$791K	Sell	3,261 -13	-0.4%	-$3.18K	0.52%	58
2025 Q4	$757K	Sell	3,274 -1,634	-33%	-$373K	0.51%	54
2025 Q3	$1.16M	Buy	4,908 +33	+0.7%	+$7.44K	0.8%	36
2025 Q2	$1.12M	Sell	4,875 -72	-1%	-$16K	0.84%	31
2025 Q1	$1.17M	Sell	4,947 -71	-1%	-$17.1K	0.96%	28
2024 Q4	$1.14M	Buy	+5,018	New	+$1.19M	0.92%	28

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Services's UNP Position: Q3 2026 in Review

MFA Wealth Services reduced its Union Pacific (UNP) stake by 1.8% in Q3 2026, selling an estimated $13.7K and leaving 2,572 shares worth $700K. The position accounts for 0.42% of the portfolio, ranked #63.

MFA Wealth Services first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2025. 775 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

MFA Wealth Services held 2,572 shares of Union Pacific worth $700K as of Q3 2026.
MFA Wealth Services sold 47 Union Pacific shares in Q3 2026, an estimated $13.7K.
Union Pacific made up 0.42% of MFA Wealth Services's portfolio in Q3 2026, its #63 holding.
MFA Wealth Services first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Union Pacific position peaked at $1.17M in Q1 2025.
775 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.