Live Oak Private Wealth LLC

Position in UNP — Union Pacific Corp

CIK 1799877 WILMINGTON, NC

Position in UNP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$458,592

+$49,535 QoQ

Shares Held

1,686

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,011

of 2,880 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $1,776,627 across 3 Railroads names. UNP ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	2,910	$915,456
2	UNP	Union Pacific Corp This page	1,686	$458,592
3	CSX	Csx Corp	8,470	$402,579

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,592	1,686	0.0%	Shares	Sole	2026-07-20
2026-03-31	$409,057	1,686	0.0%	Shares	Sole	2026-04-20
2025-12-31	$390,005	1,686	0.0%	Shares	Sole	2026-01-23
2025-09-30	$398,519	1,686	0.0%	Shares	Sole	2025-10-17
2025-06-30	$387,914	1,686	0.0%	Shares	Sole	2025-08-04
2025-03-31	$398,300	1,686	0.0%	Shares	Sole	2025-04-22
2024-12-31	$384,475	1,686	0.0%	Shares	Sole	2025-01-28
2024-09-30	$415,565	1,686	+67.9%	Shares	Sole	2024-10-22
2024-06-30	$227,165	1,004	+1.3%	Shares	Sole	2024-07-17
2024-03-31	$243,716	991	-2.9%	Shares	Sole	2024-04-23
2023-12-31	$250,778	1,021	-3.9%	Shares	Sole	2024-01-29
2023-09-30	$216,255	1,062	0.0%	Shares	Sole	2023-10-23
2023-06-30	$217,306	1,062	0.0%	Shares	Sole	2023-08-07
2023-03-31	$213,738	1,062	0.0%	Shares	Sole	2023-05-08
2022-12-31	$219,908	1,062	-8.9%	Shares	Sole	2023-02-10
2022-09-30	$227,160	1,166	0.0%	Shares	Sole	2022-10-25
2022-06-30	$248,684	1,166	+8.4%	Shares	Sole	2022-07-27
2022-03-31	$293,973	1,076	-0.7%	Shares	Sole	2022-04-21
2021-12-31	$273,092	1,084	-0.7%	Shares	Sole	2022-02-08
2021-09-30	$214,042	1,092	—	Shares	Sole	2021-10-29
No filing history on record for this holder in this stock.