PFS
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Physicians Financial Services’s Union Pacific UNP Stock Holding History

Physicians Financial 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
Q2 		$1.53M Sell
5,619
-75
-1% -$19.7K 0.38% 52
2026
Q1 		$1.38M Hold
5,694
– – 0.38% 50
2025
Q4 		$1.32M Sell
5,694
-75
-1% -$17.1K 0.35% 50
2025
Q3 		$1.36M Sell
5,769
-25
-0.4% -$5.63K 0.37% 47
2025
Q2 		$1.33M Buy
5,794
+1
+0% +$222 0.4% 50
2025
Q1 		$1.37M Sell
5,793
-100
-2% -$24.1K 0.44% 46
2024
Q4 		$1.34M Sell
5,893
-56
-0.9% -$13.3K 0.41% 49
2024
Q3 		$1.47M Hold
5,949
– – 0.46% 49
2024
Q2 		$1.35M Buy
5,949
+186
+3% +$43.6K 0.44% 54
2024
Q1 		$1.42M Hold
5,763
– – 0.5% 52
2023
Q4 		$1.42M Hold
5,763
– – 0.54% 47
2023
Q3 		$1.17M Sell
5,763
-100
-2% -$21.8K 0.48% 51
2023
Q2 		$1.2M Sell
5,863
-200
-3% -$39.8K 0.47% 53
2023
Q1 		$1.22M Sell
6,063
-50
-0.8% -$10.1K 0.52% 51
2022
Q4 		$1.27M Hold
6,113
– – 0.57% 50
2022
Q3 		$1.19M Buy
6,113
+2
+0% +$443 0.58% 47
2022
Q2 		$1.3M Sell
6,111
-2
-0% -$455 0.58% 47
2022
Q1 		$1.67M Hold
6,113
– – 0.64% 42
2021
Q4 		$1.54M Sell
6,113
-175
-3% -$41.5K 0.57% 48
2021
Q3 		$1.23M Buy
6,288
+400
+7% +$86.4K 0.5% 56
2021
Q2 		$1.29M Sell
5,888
-47
-0.8% -$10.5K 0.53% 56
2021
Q1 		$1.31M Buy
5,935
+334
+6% +$70.1K 0.56% 53
2020
Q4 		$1.17M Sell
5,601
-334
-6% -$66.7K 0.56% 49
2020
Q3 		$1.17M Buy
5,935
+10
+0.2% +$1.86K 0.58% 49
2020
Q2 		$1M Buy
5,925
+2
+0% +$321 0.55% 51
2020
Q1 		$835K Sell
5,923
-400
-6% -$66.1K 0.57% 52
2019
Q4 		$1.14M Sell
6,323
-199
-3% -$34.1K 0.62% 48
2019
Q3 		$1.06M Buy
6,522
+200
+3% +$33.6K 0.6% 48
2019
Q2 		$1.07M Buy
6,322
+191
+3% +$32.7K 0.63% 49
2019
Q1 		$1.02M Buy
6,131
+43
+0.7% +$6.92K 0.64% 47
2018
Q4 		$842K Buy
6,088
+112
+2% +$16.6K 0.61% 52
2018
Q3 		$974K Sell
5,976
-100
-2% -$15.1K 0.67% 47
2018
Q2 		$861K Hold
6,076
– – 0.64% 49
2018
Q1 		$794K Buy
6,076
+550
+10% +$74K 0.63% 52
2017
Q4 		$741K Hold
5,526
– – 0.57% 59
2017
Q3 		$641K Hold
5,526
– – 0.52% 60
2017
Q2 		$602K Sell
5,526
-100
-2% -$10.9K 0.51% 65
2017
Q1 		$596K Hold
5,626
– – 0.51% 63
2016
Q4 		$516K Hold
5,626
– – 0.42% 68
2016
Q3 		$548K Hold
5,626
– – 0.46% 65
2016
Q2 		$491K Buy
5,626
+600
+12% +$50.7K 0.43% 70
2016
Q1 		$400K Buy
5,026
+200
+4% +$15.5K 0.36% 75
2015
Q4 		$377K Buy
+4,826
New +$414K 0.35% 79

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Physicians Financial Services's UNP Position: Q2 2026 in Review

Physicians Financial Services reduced its Union Pacific (UNP) stake by 1.3% in Q2 2026, selling an estimated $19.7K and leaving 5,619 shares worth $1.53M. The position accounts for 0.38% of the portfolio, ranked #52.

Physicians Financial Services first reported a position in UNP in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.67M in Q1 2022. 1,003 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Physicians Financial Services held 5,619 shares of Union Pacific worth $1.53M as of Q2 2026.
  • Physicians Financial Services sold 75 Union Pacific shares in Q2 2026, an estimated $19.7K.
  • Union Pacific made up 0.38% of Physicians Financial Services's portfolio in Q2 2026, its #52 holding.
  • Physicians Financial Services first reported a position in Union Pacific in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's Union Pacific position peaked at $1.67M in Q1 2022.
  • 1,003 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.