B. Riley Wealth Advisors, Inc.

Position in UNP — Union Pacific Corp

CIK 1464811 MEMPHIS, TN

Position in UNP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,220,192

+$135,924 QoQ

Shares Held

4,486

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,428

of 2,880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $3,151,436 across 3 Railroads names. UNP ranks #2 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp	26,693	$1,268,718
2	UNP	Union Pacific Corp This page	4,486	$1,220,192
3	NSC	Norfolk Southern Corp	2,106	$662,526

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,220,192	4,486	+0.4%	Shares	Sole	2026-07-14
2026-03-31	$1,084,268	4,469	-19.8%	Shares	Sole	2026-04-27
2025-12-31	$1,288,915	5,572	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$1,323,199	5,598	-6.7%	Shares	Sole	2025-10-31
2025-06-30	$1,380,940	6,002	-54.7%	Shares	Sole	2025-08-19
2025-03-31	$3,126,872	13,236	-23.8%	Shares	Sole	2026-08-28
2024-12-31	$3,962,651	17,377	-10.8%	Shares	Sole	2025-02-25
2024-09-30	$4,802,416	19,484	-19.4%	Shares	Sole	2024-12-13
2024-06-30	$5,467,799	24,166	-44.0%	Shares	Sole	2024-08-19
2024-03-31	$10,608,190	43,135	+25.5%	Shares	Sole	2024-05-16
2023-12-31	$8,442,696	34,373	-20.3%	Shares	Sole	2024-03-15
2023-09-30	$8,783,580	43,135	+7.1%	Shares	Sole	2023-12-01
2023-06-30	$8,243,116	40,285	+2.4%	Shares	Sole	2023-07-27
2023-03-31	$7,916,964	39,337	-7.0%	Shares	Sole	2023-05-17
2022-12-31	$8,759,061	42,300	+1.2%	Shares	Sole	2023-03-15
2022-09-30	$8,143,280	41,799	+81.4%	Shares	Other	2022-11-22
2022-06-30	$4,913,757	23,039	-4.4%	Shares	Other	2022-08-12
2022-03-31	$6,583,267	24,096	+11.5%	Shares	Other	2022-05-02
2021-12-31	$5,446,473	21,619	+0.9%	Shares	Other	2022-01-28
2021-09-30	$4,199,318	21,424	+1.1%	Shares	Other	2021-11-16
2021-06-30	$4,662,516	21,200	-4.6%	Shares	Other	2021-08-10
2021-03-31	$4,895,967	22,213	+100.3%	Shares	Other	2021-05-13
2020-12-31	$2,308,950	11,089	-20.7%	Shares	Other	2021-02-04
2020-09-30	$2,754,014	13,989	+75.7%	Shares	Other	2020-11-09
2020-06-30	$1,345,796	7,960	-0.4%	Shares	Other	2020-07-31
2020-03-31	$1,126,767	7,989	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.