Position in UNP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,281,664
+$126,065 QoQ
Shares Held
4,712
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,404
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, 2026CFM WEALTH PARTNERS LLC holds $1,550,541 across 2 Railroads names. UNP ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
4,712 | $1,281,664 | |
| 2 | CSX |
Csx Corp
|
5,657 | $268,877 |
All Filings in UNP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,664 | 4,712 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,155,599 | 4,763 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,101,777 | 4,763 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,148,285 | 4,858 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,133,834 | 4,928 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,164,190 | 4,928 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,123,781 | 4,928 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,214,653 | 4,928 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,116,366 | 4,934 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,213,418 | 4,934 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,255,609 | 5,112 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,040,956 | 5,112 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,063,614 | 5,198 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,046,149 | 5,198 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,076,349 | 5,198 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,053,976 | 5,410 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,153,844 | 5,410 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,382,715 | 5,061 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,275,017 | 5,061 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $995,534 | 5,079 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,203,017 | 5,470 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,205,642 | 5,470 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,138,963 | 5,470 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,076,878 | 5,470 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $930,899 | 5,506 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $787,003 | 5,580 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||