Sargent Investment Group, LLC

Position in UNP — Union Pacific Corp

CIK 1766157 BETHESDA, MD

Position in UNP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,027,072

+$116,034 QoQ

Shares Held

3,776

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,518

of 2,880 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sargent Investment Group, LLC holds $3,526,628 across 4 Railroads names. UNP ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	4,938	$1,553,445
2	UNP	Union Pacific Corp This page	3,776	$1,027,072
3	CNI	Canadian National Railway Co	4,296	$512,255
4	CP	Canadian Pacific Kansas City Ltd/Cn	5,007	$433,856

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,027,072	3,776	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$911,038	3,755	+2.5%	Shares	Sole	2026-05-11
2025-12-31	$847,787	3,665	-5.0%	Shares	Sole	2026-02-13
2025-06-30	$887,418	3,857	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$859,913	3,640	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$833,714	3,656	+1.7%	Shares	Sole	2025-01-27
2024-09-30	$885,849	3,594	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$833,541	3,684	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$905,268	3,681	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$901,425	3,670	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$746,303	3,665	+29.2%	Shares	Sole	2023-11-13
2023-06-30	$580,302	2,836	+1.4%	Shares	Sole	2023-07-31
2023-03-31	$562,722	2,796	-18.5%	Shares	Sole	2023-05-02
2022-12-31	$710,664	3,432	0.0%	Shares	Sole	2023-01-31
2022-09-30	$668,622	3,432	0.0%	Shares	Sole	2022-10-27
2022-06-30	$731,976	3,432	0.0%	Shares	Sole	2022-07-26
2022-03-31	$937,656	3,432	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$853,538	3,388	0.0%	Shares	Sole	2022-02-11
2021-09-30	$664,081	3,388	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$747,762	3,400	+1.0%	Shares	Sole	2021-08-05
2021-03-31	$741,679	3,365	0.0%	Shares	Sole	2021-05-04
2020-12-31	$700,660	3,365	0.0%	Shares	Sole	2021-02-10
2020-09-30	$662,467	3,365	+12.2%	Shares	Sole	2020-11-12
2020-06-30	$507,210	3,000	-5.7%	Shares	Sole	2020-08-11
2020-03-31	$448,507	3,180	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.