Pinnacle Wealth Planning Services, Inc.
Position in UNP — Union Pacific Corp
CIK 1726752
MANSFIELD, OH
Position in UNP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$433,840
+$29,393 QoQ
Shares Held
1,595
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,053
of 2,874 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $2,481,390 across 8 Railroads names. UNP ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
16,472 | $782,914 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
6,846 | $593,205 | |
| 3 | UNP |
Union Pacific Corp
This page
|
1,595 | $433,840 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,185 | $319,476 | |
| 5 | NSC |
Norfolk Southern Corp
|
515 | $162,013 | |
| 6 | TRN |
Trinity Industries Inc
|
4,000 | $138,320 | |
| 7 | GBX |
Greenbrier Companies Inc
|
810 | $39,698 | |
| 8 | CNI |
Canadian National Railway Co
|
100 | $11,924 |
All Filings in UNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,840 | 1,595 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $404,447 | 1,667 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $391,393 | 1,692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $391,665 | 1,657 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $516,069 | 2,243 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $567,212 | 2,401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480,252 | 2,106 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $731,306 | 2,967 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $655,475 | 2,897 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $719,345 | 2,925 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $670,542 | 2,730 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $584,825 | 2,872 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $461,417 | 2,255 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $416,406 | 2,069 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $512,291 | 2,474 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $592,641 | 3,042 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $491,823 | 2,306 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $873,179 | 3,196 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $639,649 | 2,539 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $494,925 | 2,525 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $521,893 | 2,373 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $520,387 | 2,361 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $434,554 | 2,087 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $394,723 | 2,005 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $341,182 | 2,018 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $418,747 | 2,969 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||