Southland Equity Partners’s Union Pacific UNP Stock Holding History

Southland Equity Partners’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	$268K	Buy	984 +82	+9%	+$21.5K	0.05%	254
2026 Q1	$219K	Sell	902 -65	-7%	-$15.9K	0.04%	254
2025 Q4	$224K	Buy	967 +13	+1%	+$2.97K	0.04%	239
2025 Q3	$225K	Sell	954 -5	-0.5%	-$1.13K	0.05%	223
2025 Q2	$221K	Hold	959	–	–	0.05%	223
2025 Q1	$227K	Sell	959 -15	-2%	-$3.61K	0.05%	207
2024 Q4	$222K	Buy	974 +15	+2%	+$3.55K	0.05%	208
2024 Q3	$236K	Buy	+959	New	+$233K	0.06%	201

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Southland Equity Partners's UNP Position: Q2 2026 in Review

Southland Equity Partners increased its Union Pacific (UNP) stake by 9.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 984 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #254.

Southland Equity Partners first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Southland Equity Partners held 984 shares of Union Pacific worth $268K as of Q2 2026.
Southland Equity Partners bought 82 Union Pacific shares in Q2 2026, an estimated $21.5K.
Union Pacific made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #254 holding.
Southland Equity Partners first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.