Trifecta Capital Advisors
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Trifecta Capital Advisors’s Union Pacific UNP Stock Holding History

Trifecta Capital Advisors’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
Q3 		$6.8K Buy
25
+23
+1,150% +$6.69K ﹤0.01% 253
2026
Q2 		$544 Buy
+2
New +$525 ﹤0.01% 413
2025
Q3 		– Sell
-10,211
Closed -$2.35M – 494
2025
Q2 		$2.35M Sell
10,211
-50
-0.5% -$11.1K 0.39% 51
2025
Q1 		$2.42M Buy
10,261
+56
+0.5% +$13.5K 0.51% 48
2024
Q4 		$2.33M Sell
10,205
-332
-3% -$78.6K 0.46% 50
2024
Q3 		$2.6M Buy
10,537
+278
+3% +$67.4K 0.54% 50
2024
Q2 		$2.32M Buy
10,259
+775
+8% +$182K 0.51% 48
2024
Q1 		$2.33M Buy
9,484
+707
+8% +$174K 0.57% 49
2023
Q4 		$2.16M Buy
8,777
+249
+3% +$54.7K 0.6% 48
2023
Q3 		$1.74M Buy
8,528
+123
+1% +$26.8K 0.56% 47
2023
Q2 		$1.72M Buy
8,405
+300
+4% +$59.6K 0.55% 47
2023
Q1 		$1.63M Buy
8,105
+371
+5% +$75.2K 0.57% 47
2022
Q4 		$1.6M Buy
+7,734
New +$1.59M 0.64% 44

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Trifecta Capital Advisors's UNP Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Union Pacific (UNP) stake by 1,150% in Q3 2026, buying an estimated $6.69K and bringing the position to 25 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Trifecta Capital Advisors first reported a position in UNP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.6M in Q3 2024. 1,430 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Trifecta Capital Advisors held 25 shares of Union Pacific worth $6.8K as of Q3 2026.
  • Trifecta Capital Advisors bought 23 Union Pacific shares in Q3 2026, an estimated $6.69K.
  • Union Pacific made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #253 holding.
  • Trifecta Capital Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's Union Pacific position peaked at $2.6M in Q3 2024.
  • 1,430 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.