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Resurgent Financial Advisors’s Union Pacific UNP Stock Holding History

Resurgent Financial Advisors’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
Q1 		$546K Buy
2,252
+155
+7% +$38K 0.2% 124
2025
Q4 		$485K Sell
2,097
-76
-3% -$17.3K 0.24% 120
2025
Q3 		$514K Buy
2,173
+22
+1% +$4.96K 0.25% 118
2025
Q2 		$495K Sell
2,151
-124
-5% -$27.5K 0.27% 108
2025
Q1 		$537K Sell
2,275
-294
-11% -$70.8K 0.32% 84
2024
Q4 		$586K Sell
2,569
-102
-4% -$24.1K 0.34% 85
2024
Q3 		$658K Sell
2,671
-231
-8% -$56K 0.38% 76
2024
Q2 		$657K Sell
2,902
-1,356
-32% -$318K 0.41% 72
2024
Q1 		$1.05M Buy
4,258
+1,057
+33% +$260K 0.56% 50
2023
Q4 		$786K Sell
3,201
-308
-9% -$67.7K 0.48% 49
2023
Q3 		$715K Sell
3,509
-46
-1% -$10K 0.49% 50
2023
Q2 		$727K Sell
3,555
-13
-0.4% -$2.58K 0.48% 51
2023
Q1 		$718K Sell
3,568
-3,019
-46% -$612K 0.48% 53
2022
Q4 		$1.36M Sell
6,587
-110
-2% -$22.6K 0.72% 35
2022
Q3 		$1.3M Buy
6,697
+197
+3% +$43.6K 0.87% 32
2022
Q2 		$1.39M Buy
6,500
+2,730
+72% +$621K 0.89% 29
2022
Q1 		$1.03M Buy
3,770
+238
+7% +$60.1K 0.64% 38
2021
Q4 		$890K Buy
+3,532
New +$837K 0.71% 41

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Resurgent Financial Advisors's UNP Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Union Pacific (UNP) stake by 7.4% in Q1 2026, buying an estimated $38K and bringing the position to 2,252 shares worth $546K. The position accounts for 0.2% of the portfolio, ranked #124.

Resurgent Financial Advisors first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Resurgent Financial Advisors held 2,252 shares of Union Pacific worth $546K as of Q1 2026.
  • Resurgent Financial Advisors bought 155 Union Pacific shares in Q1 2026, an estimated $38K.
  • Union Pacific made up 0.2% of Resurgent Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • Resurgent Financial Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Union Pacific position peaked at $1.39M in Q2 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.