Concord Wealth Partners

Position in UNP — Union Pacific Corp

CIK 1814214 ABINGDON, VA

Position in UNP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,126,512

-$97,987 QoQ

Shares Held

15,171

-12.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#876

of 2,880 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $4,589,596 across 4 Railroads names. UNP ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	15,171	$4,126,512
2	CSX	Csx Corp	6,936	$329,668
3	WAB	Westinghouse Air Brake Technologies Corp	300	$80,880
4	NSC	Norfolk Southern Corp	167	$52,536

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,126,512	15,171	-12.9%	Shares	Sole	2026-07-27
2026-03-31	$4,224,499	17,412	+18.8%	Shares	Sole	2026-05-01
2025-12-31	$3,390,919	14,659	+4.0%	Shares	Sole	2026-01-29
2025-09-30	$3,331,635	14,095	+10.6%	Shares	Sole	2025-11-05
2025-06-30	$2,933,289	12,749	-3.1%	Shares	Sole	2025-07-25
2025-03-31	$3,107,028	13,152	-3.9%	Shares	Sole	2025-05-02
2024-12-31	$3,120,043	13,682	+6.1%	Shares	Sole	2025-01-24
2024-09-30	$3,179,592	12,900	+5.3%	Shares	Sole	2024-10-24
2024-06-30	$2,770,779	12,246	+13.6%	Shares	Sole	2024-07-31
2024-03-31	$2,650,633	10,778	+14.2%	Shares	Sole	2024-04-30
2023-12-31	$2,317,424	9,435	+27.4%	Shares	Sole	2024-04-30
2023-09-30	$1,508,491	7,408	+130.8%	Shares	Sole	2024-04-30
2023-06-30	$656,830	3,210	+80.1%	Shares	Sole	2023-08-08
2023-03-31	$358,645	1,782	+30.8%	Shares	Sole	2023-04-26
2022-12-31	$282,029	1,362	-47.9%	Shares	Sole	2023-01-30
2022-09-30	$509,454	2,615	-7.9%	Shares	Sole	2022-11-10
2022-06-30	$605,501	2,839	+3.9%	Shares	Sole	2022-08-04
2022-03-31	$746,682	2,733	+5.3%	Shares	Sole	2022-04-20
2021-12-31	$653,758	2,595	+196.9%	Shares	Sole	2022-01-21
2021-09-30	$171,312	874	-60.9%	Shares	Sole	2021-11-09
2021-06-30	$491,323	2,234	+23.8%	Shares	Sole	2021-07-29
2021-03-31	$397,619	1,804	+98.5%	Shares	Sole	2021-05-13
2020-12-31	$189,271	909	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.