Richardson Financial Services
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Richardson Financial Services’s Union Pacific UNP Stock Holding History

Richardson 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
Q3 		$182K Buy
670
+246
+58% +$71.5K 0.1% 176
2026
Q2 		$115K Buy
424
+265
+167% +$69.6K 0.07% 219
2026
Q1 		$38.6K Buy
159
+55
+53% +$13.5K 0.02% 333
2025
Q4 		$24.1K Buy
104
+45
+76% +$10.3K 0.01% 385
2025
Q3 		$13.9K Buy
59
+24
+69% +$5.41K 0.01% 410
2025
Q2 		$8.24K Buy
35
+10
+40% +$2.22K 0.01% 437
2025
Q1 		$5.91K Hold
25
– – ﹤0.01% 445
2024
Q4 		$5.7K Buy
+25
New +$5.92K ﹤0.01% 452

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richardson Financial Services's UNP Position: Q3 2026 in Review

Richardson Financial Services increased its Union Pacific (UNP) stake by 58% in Q3 2026, buying an estimated $71.5K and bringing the position to 670 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #176.

Richardson Financial Services first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Richardson Financial Services held 670 shares of Union Pacific worth $182K as of Q3 2026.
  • Richardson Financial Services bought 246 Union Pacific shares in Q3 2026, an estimated $71.5K.
  • Union Pacific made up 0.1% of Richardson Financial Services's portfolio in Q3 2026, its #176 holding.
  • Richardson Financial Services first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.