Position in UNP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,868,912
+$60,424 QoQ
Shares Held
6,871
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,206
of 2,880 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $2,379,954 across 2 Railroads names. UNP ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
6,871 | $1,868,912 | |
| 2 | CSX |
Csx Corp
|
10,752 | $511,042 |
All Filings in UNP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,868,912 | 6,871 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,808,488 | 7,454 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,994,903 | 8,624 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $2,572,886 | 10,885 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $3,188,766 | 13,498 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $3,103,395 | 13,609 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $3,394,768 | 13,773 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,691,135 | 11,894 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,914,023 | 11,849 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,467,498 | 10,046 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,002,496 | 9,834 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,949,209 | 9,526 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,933,504 | 9,607 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,120,189 | 10,239 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,987,943 | 10,204 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,185,479 | 10,247 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,794,118 | 10,227 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,565,150 | 10,182 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,922,073 | 9,806 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,101,870 | 9,557 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,988,538 | 9,022 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,864,817 | 8,956 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,711,193 | 8,692 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,485,110 | 8,784 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,335,506 | 9,469 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||