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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
Q2 		$1.61M Buy
5,505
+3,471
+171% +$911K 0.76% 36
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sun Financial's UNP Position: Q2 2026 in Review

Sun Financial increased its Union Pacific (UNP) stake by 171% in Q2 2026, buying an estimated $911K and bringing the position to 5,505 shares worth $1.61M. The position accounts for 0.76% of the portfolio, ranked #36.

Sun Financial first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,894 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sun Financial held 5,505 shares of Union Pacific worth $1.61M as of Q2 2026.
  • Sun Financial bought 3,471 Union Pacific shares in Q2 2026, an estimated $911K.
  • Union Pacific made up 0.76% of Sun Financial's portfolio in Q2 2026, its #36 holding.
  • Sun Financial first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.