KINGSWOOD WEALTH ADVISORS, LLC

Position in UNP — Union Pacific Corp

CIK 1987855 SAN DIEGO, CA

Position in UNP

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

Position Value

$1,955,952

+$226,072 QoQ

Shares Held

7,191

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,183

of 2,880 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,651,107 across 4 Railroads names. UNP ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	7,191	$1,955,952
2	WAB	Westinghouse Air Brake Technologies Corp	4,293	$1,157,392
3	CSX	Csx Corp	19,116	$908,583
4	NSC	Norfolk Southern Corp	2,000	$629,180

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,955,952	7,191	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$1,729,880	7,130	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$1,640,984	7,094	+94.1%	Shares	Sole	2026-01-28
2025-09-30	$863,695	3,654	+6.3%	Shares	Sole	2025-10-23
2025-06-30	$790,554	3,436	-14.8%	Shares	Sole	2025-07-23
2025-03-31	$953,228	4,035	-4.3%	Shares	Sole	2025-07-25
2024-12-31	$961,188	4,215	-47.5%	Shares	Sole	2025-01-22
2024-09-30	$1,977,755	8,024	+25.2%	Shares	Sole	2024-10-21
2024-06-30	$1,450,552	6,411	+2.0%	Shares	Sole	2024-07-09
2024-03-31	$1,545,670	6,285	+5.9%	Shares	Sole	2024-04-15
2023-12-31	$1,458,000	5,936	+308.3%	Shares	Sole	2024-01-16
2023-09-30	$296,078	1,454	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.