SevenBridge Financial Group’s Union Pacific UNP Stock Holding History

SevenBridge 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 Q1	$5.49M	Buy	21,997 +688	+3%	+$168K	0.86%	36
2025 Q4	$4.92M	Buy	21,309 +1,900	+10%	+$434K	0.79%	36
2025 Q3	$4.34M	Buy	19,409 +2,862	+17%	+$645K	0.72%	41
2025 Q2	$3.62M	Buy	16,547 +2,534	+18%	+$563K	0.64%	48
2025 Q1	$3.24M	Buy	14,013 +5,526	+65%	+$1.33M	0.64%	53
2024 Q4	$2.1M	Buy	8,487 +1,345	+19%	+$318K	0.4%	75
2024 Q3	$1.73M	Buy	7,142 +583	+9%	+$141K	0.33%	78
2024 Q2	$1.56M	Buy	6,559 +16	+0.2%	+$3.75K	0.35%	78
2024 Q1	$1.57M	Sell	6,543 -456	-7%	-$112K	0.36%	77
2023 Q4	$1.72M	Buy	6,999 +160	+2%	+$35.2K	0.41%	71
2023 Q3	$1.39M	Buy	6,839 +480	+8%	+$105K	0.36%	77
2023 Q2	$1.3M	Buy	6,359 +1,160	+22%	+$231K	0.34%	81
2023 Q1	$1.05M	Buy	5,199 +268	+5%	+$54.3K	0.29%	88
2022 Q4	$1.02M	Buy	4,931 +288	+6%	+$59.1K	0.3%	87
2022 Q3	$905K	Buy	4,643 +25	+0.5%	+$5.53K	0.31%	82
2022 Q2	$985K	Hold	4,618	–	–	0.4%	66
2022 Q1	$1.26M	Sell	4,618 -281	-6%	-$71K	0.44%	60
2021 Q4	$1.23M	Sell	4,899 -39	-0.8%	-$9.24K	0.37%	71
2021 Q3	$968K	Sell	4,938 -33	-0.7%	-$7.13K	0.32%	80
2021 Q2	$1.09M	Buy	4,971 +83	+2%	+$18.5K	0.36%	77
2021 Q1	$1.08M	Buy	4,888 +59	+1%	+$12.4K	0.39%	72
2020 Q4	$1.01M	Buy	4,829 +25	+0.5%	+$4.99K	0.39%	67
2020 Q3	$946K	Buy	4,804 +105	+2%	+$19.5K	0.43%	61
2020 Q2	$795K	Hold	4,699	–	–	0.39%	67
2020 Q1	$663K	Hold	4,699	–	–	0.38%	67
2019 Q4	$850K	Buy	4,699 +140	+3%	+$24K	0.22%	76
2019 Q3	$739K	Buy	4,559 +283	+7%	+$47.6K	0.39%	68
2019 Q2	$723K	Hold	4,276	–	–	0.26%	80
2019 Q1	$715K	Buy	4,276 +112	+3%	+$18K	0.27%	80
2018 Q4	$576K	Hold	4,164	–	–	0.35%	70
2018 Q3	$678K	Hold	4,164	–	–	0.36%	74
2018 Q2	$590K	Hold	4,164	–	–	0.33%	76
2018 Q1	$560K	Sell	4,164 -80	-2%	-$10.8K	0.32%	79
2017 Q4	$569K	Buy	4,244 +258	+6%	+$31.1K	0.31%	80
2017 Q3	$462K	Buy	3,986 +493	+14%	+$52.9K	0.26%	92
2017 Q2	$380K	Hold	3,493	–	–	0.23%	96
2017 Q1	$374K	Buy	3,493 +102	+3%	+$10.9K	0.25%	90
2016 Q4	$328K	Hold	3,391	–	–	0.24%	95
2016 Q3	$328K	Buy	3,391 +29	+0.9%	+$2.71K	0.24%	95
2016 Q2	$293K	Sell	3,362 -34,186	-91%	-$2.89M	0.21%	104
2016 Q1	$472K	Buy	+37,548	New	+$2.9M	0.04%	69

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SevenBridge Financial Group's UNP Position: Q1 2026 in Review

SevenBridge Financial Group increased its Union Pacific (UNP) stake by 3.2% in Q1 2026, buying an estimated $168K and bringing the position to 21,997 shares worth $5.49M. The position accounts for 0.86% of the portfolio, ranked #36.

SevenBridge Financial Group first reported a position in UNP in Q1 2016 and has held it in 41 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

SevenBridge Financial Group held 21,997 shares of Union Pacific worth $5.49M as of Q1 2026.
SevenBridge Financial Group bought 688 Union Pacific shares in Q1 2026, an estimated $168K.
Union Pacific made up 0.86% of SevenBridge Financial Group's portfolio in Q1 2026, its #36 holding.
SevenBridge Financial Group first reported a position in Union Pacific in Q1 2016 and has held it in 41 quarters since.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.