Position in UNP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$493,680
+$64,243 QoQ
Shares Held
1,815
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,959
of 2,880 holders
Holding Since
Dec 2020
23 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, 2026Montis Financial, LLC holds $812,205 across 2 Railroads names. UNP ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
1,815 | $493,680 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
3,676 | $318,525 |
All Filings in UNP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,680 | 1,815 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $429,437 | 1,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $409,436 | 1,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $542,232 | 2,294 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $527,803 | 2,294 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $556,817 | 2,357 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $537,490 | 2,357 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $580,953 | 2,357 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $533,294 | 2,357 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $997,738 | 4,057 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,137,711 | 4,632 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $593,174 | 2,913 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,523,805 | 7,447 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,569,022 | 7,796 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,673,746 | 8,083 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,574,730 | 8,083 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,725,648 | 8,091 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,210,542 | 8,091 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,037,609 | 8,088 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,585,328 | 8,088 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,775,494 | 8,073 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,771,655 | 8,038 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,666,384 | 8,003 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||