Summit Financial, LLC

Position in UNP — Union Pacific Corp

CIK 1765536 PARSIPPANY, NJ

Position in UNP

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

Position Value

$3,908,640

+$568,006 QoQ

Shares Held

14,370

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#908

of 2,880 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $8,919,266 across 5 Railroads names. UNP ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	14,370	$3,908,640
2	CSX	Csx Corp	59,735	$2,839,204
3	NSC	Norfolk Southern Corp	3,342	$1,051,359
4	CP	Canadian Pacific Kansas City Ltd/Cn	9,258	$802,205
5	WAB	Westinghouse Air Brake Technologies Corp	1,179	$317,858

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,908,640	14,370	+4.4%	Shares	Sole	2026-08-12
2026-03-31	$3,340,634	13,769	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$3,157,980	13,652	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$3,306,107	13,987	-22.5%	Shares	Sole	2025-11-14
2025-06-30	$4,150,873	18,041	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$4,327,444	18,318	+6.8%	Shares	Sole	2025-05-14
2024-12-31	$3,911,798	17,154	+1.5%	Shares	Sole	2025-02-12
2024-09-30	$4,166,251	16,903	-9.3%	Shares	Sole	2024-11-12
2024-06-30	$4,217,938	18,642	+75.0%	Shares	Sole	2024-07-31
2024-03-31	$2,620,138	10,654	-3.4%	Shares	Sole	2024-04-24
2023-12-31	$2,709,188	11,030	+1.8%	Shares	Sole	2024-02-06
2023-09-30	$2,206,331	10,835	+1.5%	Shares	Sole	2023-11-07
2023-06-30	$2,184,523	10,676	+8.0%	Shares	Sole	2023-08-11
2023-03-31	$1,989,857	9,887	-1.0%	Shares	Sole	2023-05-03
2022-12-31	$2,068,422	9,989	-2.3%	Shares	Sole	2023-02-07
2022-09-30	$1,992,618	10,228	+15.1%	Shares	Sole	2022-11-15
2022-06-30	$1,895,632	8,888	-2.2%	Shares	Sole	2022-08-12
2022-03-31	$2,483,752	9,091	+12.7%	Shares	Sole	2022-05-10
2021-12-31	$2,032,571	8,068	+29.1%	Shares	Sole	2022-02-07
2021-09-30	$1,224,670	6,248	+101.3%	Shares	Sole	2021-11-08
2021-06-30	$682,662	3,104	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.