PFG
UNP icon

Putney Financial Group’s Union Pacific UNP Stock Holding History

Putney Financial Group’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 		$499K Sell
1,836
-365
-17% -$95.8K 0.45% 38
2026
Q1 		$534K Sell
2,201
-1,833
-45% -$449K 0.54% 37
2025
Q4 		$933K Sell
4,034
-270
-6% -$61.6K 0.87% 22
2025
Q3 		$1.02M Sell
4,304
-690
-14% -$156K 1.01% 21
2025
Q2 		$1.15M Sell
4,994
-760
-13% -$169K 1.16% 20
2025
Q1 		$1.36M Sell
5,754
-1,468
-20% -$353K 1.43% 14
2024
Q4 		$1.65M Buy
+7,222
New +$1.71M 1.47% 14

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Putney Financial Group's UNP Position: Q2 2026 in Review

Putney Financial Group reduced its Union Pacific (UNP) stake by 17% in Q2 2026, selling an estimated $95.8K and leaving 1,836 shares worth $499K. The position accounts for 0.45% of the portfolio, ranked #38.

Putney Financial Group first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Putney Financial Group held 1,836 shares of Union Pacific worth $499K as of Q2 2026.
  • Putney Financial Group sold 365 Union Pacific shares in Q2 2026, an estimated $95.8K.
  • Union Pacific made up 0.45% of Putney Financial Group's portfolio in Q2 2026, its #38 holding.
  • Putney Financial Group first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Union Pacific position peaked at $1.65M in Q4 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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