Synergy Financial Group’s Union Pacific UNP Stock Holding History

Synergy Financial Group’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	$201K	Buy	+739	New	+$194K	0.14%	119
2024 Q4	–	Sell	-987	Closed	-$243K	–	104
2024 Q3	$243K	Buy	+987	New	+$239K	0.23%	85
2024 Q2	–	Sell	-880	Closed	-$216K	–	86
2024 Q1	$216K	Sell	880 -2	-0.2%	-$492	0.24%	77
2023 Q4	$217K	Buy	+882	New	+$194K	0.27%	82
2022 Q3	–	Sell	-1,011	Closed	-$216K	–	91
2022 Q2	$216K	Hold	1,011	–	–	0.34%	79
2022 Q1	$276K	Hold	1,011	–	–	0.29%	78
2021 Q4	$255K	Buy	+1,011	New	+$239K	0.23%	91

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

Synergy Financial Group's UNP Position: Q2 2026 in Review

Synergy Financial Group opened a new position in Union Pacific (UNP) in Q2 2026: 739 shares worth $201K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings. This is a return to the name: Synergy Financial Group previously reported a position in UNP as recently as Q3 2024.

Synergy Financial Group first reported a position in UNP in Q4 2021 and has held it in 7 quarters since. The position peaked at $276K in Q1 2022. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Synergy Financial Group held 739 shares of Union Pacific worth $201K as of Q2 2026.
Union Pacific was a new Synergy Financial Group position in Q2 2026.
Union Pacific made up 0.14% of Synergy Financial Group's portfolio in Q2 2026, its #119 holding.
Synergy Financial Group first reported a position in Union Pacific in Q4 2021 and has held it in 7 quarters since.
Synergy Financial Group's Union Pacific position peaked at $276K in Q1 2022.
2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.