EP Wealth Advisors, LLC

Position in UNP — Union Pacific Corp

CIK 1540569 TORRANCE, CA

Position in UNP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$79,783,856

+$15,655,509 QoQ

Shares Held

293,323

+11.0% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#173

of 2,880 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $92,319,082 across 6 Railroads names. UNP ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	293,323	$79,783,856
2	CSX	Csx Corp	144,398	$6,863,236
3	NSC	Norfolk Southern Corp	12,251	$3,854,042
4	CP	Canadian Pacific Kansas City Ltd/Cn	10,009	$867,279
5	WAB	Westinghouse Air Brake Technologies Corp	2,275	$613,340
6	CNI	Canadian National Railway Co	2,829	$337,329

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,783,856	293,323	+11.0%	Shares	Sole	2026-08-12
2026-03-31	$64,128,347	264,316	+1.6%	Shares	Sole	2026-05-14
2025-12-31	$60,166,332	260,100	+9.5%	Shares	Sole	2026-02-18
2025-06-30	$54,656,424	237,554	+3.8%	Shares	Sole	2025-08-14
2025-03-31	$54,043,207	228,764	+3.3%	Shares	Sole	2025-05-15
2024-12-31	$50,511,088	221,501	+2.6%	Shares	Sole	2025-02-14
2024-09-30	$53,207,884	215,871	+5.9%	Shares	Sole	2024-11-15
2024-06-30	$46,100,475	203,750	+3.0%	Shares	Sole	2024-08-19
2024-03-31	$48,634,624	197,758	+3.6%	Shares	Sole	2024-05-14
2023-12-31	$46,883,699	190,879	+3.0%	Shares	Sole	2024-02-28
2023-09-30	$37,746,078	185,366	+357.3%	Shares	Sole	2023-11-24
2023-06-30	$8,294,067	40,534	-16.3%	Shares	Sole	2023-08-14
2023-03-31	$9,742,795	48,409	-70.9%	Shares	Sole	2023-06-05
2022-12-31	$34,429,114	166,268	+2.5%	Shares	Sole	2023-06-12
2022-09-30	$31,589,673	162,148	+4.8%	Shares	Sole	2022-12-02
2022-06-30	$32,999,321	154,723	+12.8%	Shares	Sole	2022-08-11
2022-03-31	$37,468,292	137,141	+2.6%	Shares	Sole	2022-05-20
2021-12-31	$33,689,087	133,724	+3.9%	Shares	Sole	2022-02-17
2021-09-30	$25,225,114	128,693	+8.5%	Shares	Sole	2021-11-23
2021-06-30	$26,082,378	118,594	+7.5%	Shares	Sole	2021-08-24
2021-03-31	$24,322,684	110,352	+10.1%	Shares	Sole	2021-05-17
2020-12-31	$20,866,142	100,212	+6.2%	Shares	Sole	2021-02-18
2020-09-30	$18,582,165	94,388	+3.0%	Shares	Sole	2020-11-17
2020-06-30	$15,496,448	91,657	+4.0%	Shares	Sole	2020-08-14
2020-03-31	$12,427,175	88,111	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.