Patriot Financial Group Insurance Agency, LLC
InsurancePosition in UNP — Union Pacific Corp
CIK 1694883
Westborough, MA
Position in UNP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,063,248
-$745,241 QoQ
Shares Held
3,909
-47.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,499
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $1,531,561 across 2 Railroads names. UNP ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
3,909 | $1,063,248 | |
| 2 | CSX |
Csx Corp
|
9,853 | $468,313 |
All Filings in UNP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,248 | 3,909 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,808,489 | 7,454 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $826,737 | 3,574 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $829,422 | 3,509 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $830,818 | 3,611 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $747,463 | 3,164 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $722,430 | 3,168 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $810,179 | 3,287 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $653,438 | 2,888 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $709,753 | 2,886 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $715,736 | 2,914 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $564,462 | 2,772 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $715,965 | 3,499 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $862,399 | 4,285 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $478,745 | 2,312 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $412,239 | 2,116 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $450,447 | 2,112 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $600,515 | 2,198 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $554,246 | 2,200 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $430,437 | 2,196 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $475,928 | 2,164 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $458,232 | 2,079 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $432,056 | 2,075 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $460,478 | 2,339 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $395,454 | 2,339 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $567,827 | 4,026 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||