Paragon Private Wealth Management, LLC
Position in UNP — Union Pacific Corp
CIK 1922684
LEXINGTON, KY
Position in UNP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$509,456
+$62,066 QoQ
Shares Held
1,873
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,941
of 2,880 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $780,091 across 2 Railroads names. UNP ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
1,873 | $509,456 | |
| 2 | CSX |
Csx Corp
|
5,694 | $270,635 |
All Filings in UNP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,456 | 1,873 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $447,390 | 1,844 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $421,233 | 1,821 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $458,794 | 1,941 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $685,407 | 2,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $823,059 | 3,484 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $817,295 | 3,584 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $849,863 | 3,448 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $693,034 | 3,063 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $717,131 | 2,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $721,877 | 2,939 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $552,448 | 2,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $508,276 | 2,484 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $461,489 | 2,293 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $360,301 | 1,740 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $233,978 | 1,201 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||