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

Stiles 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 		$1.58M Sell
5,815
-11
-0.2% -$3.2K 0.4% 65
2026
Q2 		$1.58M Buy
5,826
+395
+7% +$104K 0.4% 64
2026
Q1 		$1.32M Buy
5,431
+922
+20% +$226K 0.4% 70
2025
Q4 		$1.04M Buy
4,509
+169
+4% +$38.6K 0.32% 83
2025
Q3 		$1.03M Buy
4,340
+778
+22% +$175K 0.32% 82
2025
Q2 		$820K Buy
3,562
+599
+20% +$133K 0.28% 89
2025
Q1 		$700K Buy
2,963
+48
+2% +$11.6K 0.27% 92
2024
Q4 		$664K Buy
2,915
+666
+30% +$158K 0.24% 97
2024
Q3 		$555K Buy
2,249
+42
+2% +$10.2K 0.2% 104
2024
Q2 		$500K Buy
2,207
+337
+18% +$79K 0.19% 100
2024
Q1 		$460K Buy
1,870
+325
+21% +$80K 0.18% 109
2023
Q4 		$380K Buy
+1,545
New +$340K 0.17% 118
2023
Q3 		– Sell
-979
Closed -$200K – 196
2023
Q2 		$200K Buy
+979
New +$195K 0.1% 184

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Stiles Financial Services reduced its Union Pacific (UNP) stake by 0.19% in Q3 2026, selling an estimated $3.2K and leaving 5,815 shares worth $1.58M. The position accounts for 0.4% of the portfolio, ranked #65.

Stiles Financial Services first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.58M in Q2 2026. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Stiles Financial Services held 5,815 shares of Union Pacific worth $1.58M as of Q3 2026.
  • Stiles Financial Services sold 11 Union Pacific shares in Q3 2026, an estimated $3.2K.
  • Union Pacific made up 0.4% of Stiles Financial Services's portfolio in Q3 2026, its #65 holding.
  • Stiles Financial Services first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
  • Stiles Financial Services's Union Pacific position peaked at $1.58M in Q2 2026.
  • 1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

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