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SYM Financial Corp’s Union Pacific UNP Stock Holding History

SYM Financial Corp’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 		$600K Sell
2,474
-30
-1% -$7.35K 0.06% 107
2025
Q4 		$579K Buy
2,504
+542
+28% +$124K 0.06% 109
2025
Q3 		$464K Buy
+1,962
New +$442K 0.05% 124
2025
Q2 		– Sell
-885
Closed -$209K – 446
2025
Q1 		$209K Buy
+885
New +$213K 0.03% 256
2024
Q4 		– Sell
-1,217
Closed -$300K – 357
2024
Q3 		$300K Buy
1,217
+252
+26% +$61.1K 0.04% 115
2024
Q2 		$218K Buy
+965
New +$226K 0.03% 140

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

SYM Financial Corp's UNP Position: Q1 2026 in Review

SYM Financial Corp reduced its Union Pacific (UNP) stake by 1.2% in Q1 2026, selling an estimated $7.35K and leaving 2,474 shares worth $600K. The position accounts for 0.06% of the portfolio, ranked #107.

SYM Financial Corp first reported a position in UNP in Q2 2024 and has held it in 6 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • SYM Financial Corp held 2,474 shares of Union Pacific worth $600K as of Q1 2026.
  • SYM Financial Corp sold 30 Union Pacific shares in Q1 2026, an estimated $7.35K.
  • Union Pacific made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #107 holding.
  • SYM Financial Corp first reported a position in Union Pacific in Q2 2024 and has held it in 6 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.