Prota Financial
UNP icon

Prota Financial’s Union Pacific UNP Stock Holding History

Prota 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 		$239K Hold
878
– – 0.15% 61
2026
Q2 		$244K Sell
878
-39
-4% -$10.2K 0.16% 62
2026
Q1 		$222K Sell
917
-298
-25% -$73K 0.16% 60
2025
Q4 		$281K Buy
+1,215
New +$277K 0.2% 57

Other funds holding UNP

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DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Prota Financial's UNP Position: Q3 2026 in Review

Prota Financial held its Union Pacific (UNP) position steady in Q3 2026 at 878 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #61.

Prota Financial first reported a position in UNP in Q4 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Prota Financial held 878 shares of Union Pacific worth $239K as of Q3 2026.
  • Prota Financial left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.15% of Prota Financial's portfolio in Q3 2026, its #61 holding.
  • Prota Financial first reported a position in Union Pacific in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Union Pacific position peaked at $281K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.