Sun Financial’s Union Pacific UNP Stock Holding History

Sun Financial’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	$548K	Sell	2,034 -43	-2%	-$10.5K	0.27%	85
2025 Q4	$480K	Buy	+2,077	New	+$474K	0.27%	93

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's UNP Position: Q1 2026 in Review

Sun Financial reduced its Union Pacific (UNP) stake by 2.1% in Q1 2026, selling an estimated $10.5K and leaving 2,034 shares worth $548K. The position accounts for 0.27% of the portfolio, ranked #85.

Sun Financial first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. 2,769 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Sun Financial held 2,034 shares of Union Pacific worth $548K as of Q1 2026.
Sun Financial sold 43 Union Pacific shares in Q1 2026, an estimated $10.5K.
Union Pacific made up 0.27% of Sun Financial's portfolio in Q1 2026, its #85 holding.
Sun Financial first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
2,769 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.