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

Prospera 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 		$16.7M Sell
61,243
-2,981
-5% -$783K 0.24% 88
2026
Q1 		$15.6M Sell
64,224
-5,222
-8% -$1.28M 0.25% 84
2025
Q4 		$16.1M Buy
69,446
+2,976
+4% +$679K 0.26% 79
2025
Q3 		$15.7M Buy
66,470
+2,619
+4% +$590K 0.27% 79
2025
Q2 		$14.7M Buy
63,851
+31,290
+96% +$6.95M 0.27% 79
2025
Q1 		$7.69M Buy
32,561
+2,995
+10% +$721K 0.18% 130
2024
Q4 		$6.74M Buy
29,566
+8,408
+40% +$1.99M 0.16% 143
2024
Q3 		$5.22M Buy
21,158
+1,038
+5% +$252K 0.13% 173
2024
Q2 		$4.55M Sell
20,120
-124
-0.6% -$29.1K 0.13% 177
2024
Q1 		$4.98M Buy
20,244
+256
+1% +$63K 0.15% 146
2023
Q4 		$4.91M Sell
19,988
-253
-1% -$55.6K 0.16% 143
2023
Q3 		$4.13M Sell
20,241
-1,032
-5% -$225K 0.16% 144
2023
Q2 		$4.36M Buy
21,273
+5,307
+33% +$1.05M 0.17% 139
2023
Q1 		$3.22M Buy
15,966
+2,210
+16% +$448K 0.13% 191
2022
Q4 		$2.85M Sell
13,756
-1,453
-10% -$298K 0.14% 168
2022
Q3 		$2.97M Buy
15,209
+1,633
+12% +$361K 0.15% 166
2022
Q2 		$2.9M Sell
13,576
-5,288
-28% -$1.2M 0.15% 180
2022
Q1 		$5.16M Buy
18,864
+8,097
+75% +$2.04M 0.22% 104
2021
Q4 		$2.71M Buy
10,767
+4,850
+82% +$1.15M 0.12% 207
2021
Q3 		$1.16M Buy
5,917
+500
+9% +$108K 0.06% 333
2021
Q2 		$1.19M Buy
5,417
+439
+9% +$97.8K 0.06% 345
2021
Q1 		$1.1M Sell
4,978
-96
-2% -$20.2K 0.07% 324
2020
Q4 		$1.06M Buy
5,074
+4,101
+421% +$819K 0.07% 284
2020
Q3 		$193K Sell
973
-17,946
-95% -$3.33M 0.07% 237
2020
Q2 		$3.04M Buy
18,919
+14,622
+340% +$2.34M 0.27% 92
2020
Q1 		$606K Sell
4,297
-1,925
-31% -$318K 0.06% 276
2019
Q4 		$1.13M Buy
6,222
+678
+12% +$116K 0.09% 241
2019
Q3 		$898K Sell
5,544
-1,102
-17% -$185K 0.09% 192
2019
Q2 		$1.13M Buy
+6,646
New +$1.14M 0.13% 152
2019
Q1 		– Sell
-4,806
Closed -$663K – 437
2018
Q4 		$663K Buy
4,806
+3
+0.1% +$444 0.13% 159
2018
Q3 		$766K Sell
4,803
-396
-8% -$59.6K 0.14% 155
2018
Q2 		$739K Buy
5,199
+371
+8% +$51.7K 0.1% 174
2018
Q1 		$643K Sell
4,828
-130
-3% -$17.5K 0.09% 199
2017
Q4 		$671K Sell
4,958
-365
-7% -$44K 0.1% 171
2017
Q3 		$608K Sell
5,323
-88
-2% -$9.44K 0.09% 206
2017
Q2 		$584K Buy
5,411
+3,248
+150% +$354K 0.09% 196
2017
Q1 		$230K Buy
2,163
+7
+0.3% +$747 0.04% 314
2016
Q4 		$222K Buy
2,156
+58
+3% +$5.7K 0.04% 332
2016
Q3 		$205K Buy
+2,098
New +$196K 0.04% 351
2016
Q1 		– Sell
-3,536
Closed -$277K – 371
2015
Q4 		$277K Buy
+3,536
New +$303K 0.06% 209
2014
Q4 		– Sell
-2,956
Closed -$321K – 319
2014
Q3 		$321K Sell
2,956
-503
-15% -$52.1K 0.09% 192
2014
Q2 		$345K Sell
3,459
-75
-2% -$7.27K 0.09% 178
2014
Q1 		$332K Buy
+3,534
New +$314K 0.1% 151
2013
Q4 		– Sell
-2,590
Closed -$203K – 288
2013
Q3 		$203K Buy
+2,590
New +$205K 0.08% 212

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

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

Prospera Financial Services reduced its Union Pacific (UNP) stake by 4.6% in Q2 2026, selling an estimated $783K and leaving 61,243 shares worth $16.7M. The position accounts for 0.24% of the portfolio, ranked #88.

Prospera Financial Services first reported a position in UNP in Q3 2013 and has held it in 44 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Prospera Financial Services held 61,243 shares of Union Pacific worth $16.7M as of Q2 2026.
  • Prospera Financial Services sold 2,981 Union Pacific shares in Q2 2026, an estimated $783K.
  • Union Pacific made up 0.24% of Prospera Financial Services's portfolio in Q2 2026, its #88 holding.
  • Prospera Financial Services first reported a position in Union Pacific in Q3 2013 and has held it in 44 quarters since.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.