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Souders Financial Advisors’s Union Pacific UNP Stock Holding History

Souders 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 		$738K Sell
3,043
-317
-9% -$77.6K 0.08% 116
2025
Q4 		$777K Buy
3,360
+74
+2% +$16.9K 0.09% 104
2025
Q3 		$777K Sell
3,286
-866
-21% -$195K 0.09% 103
2025
Q2 		$955K Sell
4,152
-2,255
-35% -$501K 0.12% 89
2025
Q1 		$1.51M Sell
6,407
-5,088
-44% -$1.22M 0.21% 69
2024
Q4 		$2.62M Sell
11,495
-4,552
-28% -$1.08M 0.37% 64
2024
Q3 		$3.96M Buy
16,047
+14,630
+1,032% +$3.55M 0.55% 53
2024
Q2 		$321K Buy
1,417
+27
+2% +$6.33K 0.05% 140
2024
Q1 		$342K Sell
1,390
-15
-1% -$3.69K 0.05% 140
2023
Q4 		$345K Buy
1,405
+1
+0.1% +$220 0.06% 136
2023
Q3 		$286K Buy
1,404
+4
+0.3% +$871 0.05% 142
2023
Q2 		$287K Buy
1,400
+17
+1% +$3.38K 0.05% 137
2023
Q1 		$278K Buy
1,383
+2
+0.1% +$405 0.06% 135
2022
Q4 		$286K Buy
1,381
+5
+0.4% +$1.03K 0.07% 134
2022
Q3 		$268K Sell
1,376
-197
-13% -$43.6K 0.07% 134
2022
Q2 		$336K Hold
1,573
– – 0.1% 114
2022
Q1 		$430K Sell
1,573
-12
-0.8% -$3.03K 0.12% 110
2021
Q4 		$399K Hold
1,585
– – 0.11% 106
2021
Q3 		$311K Buy
1,585
+16
+1% +$3.46K 0.1% 111
2021
Q2 		$345K Buy
1,569
+5
+0.3% +$1.11K 0.12% 107
2021
Q1 		$345K Sell
1,564
-2,801
-64% -$588K 0.14% 99
2020
Q4 		$909K Buy
4,365
+40
+0.9% +$7.99K 0.4% 54
2020
Q3 		$871K Buy
4,325
+1,038
+32% +$193K 0.41% 54
2020
Q2 		$556K Buy
3,287
+1,565
+91% +$251K 0.32% 67
2020
Q1 		$243K Buy
+1,722
New +$285K 0.21% 78

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

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

Souders Financial Advisors reduced its Union Pacific (UNP) stake by 9.4% in Q1 2026, selling an estimated $77.6K and leaving 3,043 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #116.

Souders Financial Advisors first reported a position in UNP in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.96M in Q3 2024. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Souders Financial Advisors held 3,043 shares of Union Pacific worth $738K as of Q1 2026.
  • Souders Financial Advisors sold 317 Union Pacific shares in Q1 2026, an estimated $77.6K.
  • Union Pacific made up 0.08% of Souders Financial Advisors's portfolio in Q1 2026, its #116 holding.
  • Souders Financial Advisors first reported a position in Union Pacific in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Union Pacific position peaked at $3.96M in Q3 2024.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.