TFC Financial Management’s Union Pacific UNP Stock Holding History

TFC Financial Management’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	$266K	Buy	979 +436	+80%	+$114K	0.03%	125
2026 Q1	$132K	Hold	543	–	–	0.02%	170
2025 Q4	$126K	Buy	543 +2	+0.4%	+$457	0.02%	179
2025 Q3	$128K	Hold	541	–	–	0.02%	164
2025 Q2	$124K	Buy	541 +149	+38%	+$33.1K	0.02%	170
2025 Q1	$92.6K	Sell	392 -40	-9%	-$9.63K	0.01%	197
2024 Q4	$98.5K	Sell	432 -61	-12%	-$14.4K	0.02%	193
2024 Q3	$122K	Buy	493 +43	+10%	+$10.4K	0.02%	168
2024 Q2	$102K	Sell	450 -49	-10%	-$11.5K	0.02%	170
2024 Q1	$123K	Sell	499 -7	-1%	-$1.72K	0.02%	161
2023 Q4	$124K	Sell	506 -1	-0.2%	-$220	0.03%	156
2023 Q3	$103K	Buy	507 +46	+10%	+$10K	0.02%	162
2023 Q2	$94.3K	Buy	461 +1	+0.2%	+$199	0.02%	172
2023 Q1	$92.6K	Sell	460 -242	-34%	-$49K	0.02%	176
2022 Q4	$145K	Buy	702 +248	+55%	+$50.9K	0.04%	120
2022 Q3	$88K	Hold	454	–	–	0.03%	162
2022 Q2	$97K	Hold	454	–	–	0.03%	159
2022 Q1	$124K	Hold	454	–	–	0.04%	143
2021 Q4	$114K	Hold	454	–	–	0.03%	154
2021 Q3	$89K	Hold	454	–	–	0.03%	171
2021 Q2	$100K	Hold	454	–	–	0.03%	157
2021 Q1	$100K	Hold	454	–	–	0.04%	147
2020 Q4	$95K	Hold	454	–	–	0.04%	148
2020 Q3	$89K	Buy	+454	New	+$84.4K	0.04%	130

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

TFC Financial Management's UNP Position: Q2 2026 in Review

TFC Financial Management increased its Union Pacific (UNP) stake by 80% in Q2 2026, buying an estimated $114K and bringing the position to 979 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #125.

TFC Financial Management first reported a position in UNP in Q3 2020 and has held it in 24 quarters since. 2,880 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

TFC Financial Management held 979 shares of Union Pacific worth $266K as of Q2 2026.
TFC Financial Management bought 436 Union Pacific shares in Q2 2026, an estimated $114K.
Union Pacific made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #125 holding.
TFC Financial Management first reported a position in Union Pacific in Q3 2020 and has held it in 24 quarters since.
2,880 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.