Plan Group Financial’s Union Pacific UNP Stock Holding History

Plan Group Financial’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	$298K	Buy	+1,035	New	+$301K	0.06%	179

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Plan Group Financial's UNP Position: Q3 2026 in Review

Plan Group Financial opened a new position in Union Pacific (UNP) in Q3 2026: 1,035 shares worth $298K. The stake represents 0.06% of the portfolio and ranks #179 among its holdings.

959 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Plan Group Financial held 1,035 shares of Union Pacific worth $298K as of Q3 2026.
Union Pacific was a new Plan Group Financial position in Q3 2026.
Union Pacific made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #179 holding.
959 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.