PFGIA
UNP icon

Patriot Financial Group Insurance Agency’s Union Pacific UNP Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.06M Sell
3,909
-3,545
-48% -$931K 0.11% 215
2026
Q1 		$1.81M Buy
7,454
+3,880
+109% +$950K 0.1% 220
2025
Q4 		$827K Buy
3,574
+65
+2% +$14.8K 0.1% 229
2025
Q3 		$829K Sell
3,509
-102
-3% -$23K 0.11% 216
2025
Q2 		$831K Buy
3,611
+447
+14% +$99.2K 0.1% 236
2025
Q1 		$748K Sell
3,164
-4
-0.1% -$963 0.1% 226
2024
Q4 		$722K Sell
3,168
-119
-4% -$28.2K 0.1% 223
2024
Q3 		$810K Buy
3,287
+399
+14% +$96.7K 0.11% 206
2024
Q2 		$654K Buy
2,888
+2
+0.1% +$469 0.1% 230
2024
Q1 		$710K Sell
2,886
-28
-1% -$6.89K 0.11% 202
2023
Q4 		$716K Buy
2,914
+142
+5% +$31.2K 0.14% 182
2023
Q3 		$564K Sell
2,772
-727
-21% -$158K 0.12% 210
2023
Q2 		$716K Sell
3,499
-786
-18% -$156K 0.13% 180
2023
Q1 		$862K Buy
4,285
+1,973
+85% +$400K 0.17% 135
2022
Q4 		$479K Buy
2,312
+196
+9% +$40.2K 0.06% 217
2022
Q3 		$412K Buy
2,116
+4
+0.2% +$885 0.1% 223
2022
Q2 		$450K Sell
2,112
-86
-4% -$19.6K 0.09% 219
2022
Q1 		$601K Sell
2,198
-2
-0.1% -$505 0.11% 208
2021
Q4 		$554K Buy
2,200
+4
+0.2% +$947 0.09% 222
2021
Q3 		$430K Buy
2,196
+32
+1% +$6.91K 0.08% 265
2021
Q2 		$476K Buy
2,164
+85
+4% +$18.9K 0.09% 238
2021
Q1 		$458K Buy
2,079
+4
+0.2% +$840 0.11% 205
2020
Q4 		$432K Sell
2,075
-264
-11% -$52.7K 0.11% 201
2020
Q3 		$460K Hold
2,339
– – 0.15% 148
2020
Q2 		$395K Sell
2,339
-1,687
-42% -$270K 0.15% 146
2020
Q1 		$568K Buy
4,026
+649
+19% +$107K 0.26% 80
2019
Q4 		$611K Buy
3,377
+1,176
+53% +$201K 0.23% 88
2019
Q3 		$357K Sell
2,201
-530
-19% -$89.1K 0.16% 127
2019
Q2 		$468K Sell
2,731
-3
-0.1% -$514 0.2% 87
2019
Q1 		$457K Sell
2,734
-86
-3% -$13.8K 0.23% 69
2018
Q4 		$390K Buy
2,820
+2,670
+1,780% +$396K 0.26% 65
2018
Q3 		$24K Buy
150
+34
+29% +$5.12K 0.01% 451
2018
Q2 		$16K Hold
116
– – 0.02% 328
2018
Q1 		$15K Hold
116
– – 0.01% 532
2017
Q4 		$16K Hold
116
– – 0.01% 502
2017
Q3 		$13K Hold
116
– – 0.01% 503
2017
Q2 		$13K Hold
116
– – 0.01% 484
2017
Q1 		$12K Hold
116
– – 0.01% 465
2016
Q4 		$13K Buy
+116
New +$11.4K 0.02% 428

Other funds holding UNP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UNP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Union Pacific (UNP) stake by 48% in Q2 2026, selling an estimated $931K and leaving 3,909 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #215.

Patriot Financial Group Insurance Agency first reported a position in UNP in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.81M in Q1 2026. 1,710 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,909 shares of Union Pacific worth $1.06M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,545 Union Pacific shares in Q2 2026, an estimated $931K.
  • Union Pacific made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #215 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Union Pacific in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Union Pacific position peaked at $1.81M in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.