Confluence Wealth Services, Inc.

Position in UNP — Union Pacific Corp

CIK 1910411 MCMURRAY, PA

Position in UNP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,104,480

+$795,386 QoQ

Shares Held

15,090

+10.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#880

of 2,880 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $7,698,024 across 4 Railroads names. UNP ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	15,090	$4,104,480
2	NSC	Norfolk Southern Corp	5,299	$1,667,012
3	CSX	Csx Corp	30,652	$1,456,889
4	WAB	Westinghouse Air Brake Technologies Corp	1,742	$469,643

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,104,480	15,090	+10.6%	Shares	Sole	2026-07-22
2026-03-31	$3,309,094	13,639	+28.7%	Shares	Sole	2026-05-07
2025-12-31	$2,451,992	10,600	-3.4%	Shares	Sole	2026-01-28
2025-09-30	$2,594,397	10,976	-1.8%	Shares	Sole	2025-10-28
2025-06-30	$2,572,524	11,181	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$2,699,278	11,426	+27.3%	Shares	Sole	2025-04-24
2024-12-31	$2,046,202	8,973	+1.1%	Shares	Sole	2025-01-27
2024-09-30	$2,187,756	8,876	-8.7%	Shares	Sole	2024-10-29
2024-06-30	$2,199,699	9,722	+7.4%	Shares	Sole	2024-07-31
2024-03-31	$2,225,174	9,048	-0.3%	Shares	Sole	2024-04-22
2023-12-31	$2,228,510	9,073	+5.2%	Shares	Sole	2024-01-25
2023-09-30	$1,755,901	8,623	+1.1%	Shares	Sole	2023-11-01
2023-06-30	$1,745,817	8,532	-11.5%	Shares	Sole	2023-08-01
2023-03-31	$1,940,750	9,643	+7.3%	Shares	Sole	2023-05-12
2022-12-31	$1,861,766	8,991	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$1,688,699	8,668	-0.9%	Shares	Sole	2022-11-08
2022-06-30	$1,865,773	8,748	+3.6%	Shares	Sole	2022-08-15
2022-03-31	$2,307,804	8,447	+3.5%	Shares	Sole	2022-04-26
2021-12-31	$2,055,244	8,158	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.