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Cascade Financial Partners, LLC

Position in UNP — Union Pacific Corp

CIK 2021208 SAN DIEGO, CA

Position in UNP

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$743,376
+$54,336 QoQ
Shares Held
2,733
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,686
of 2,880 holders
Holding Since
Mar 2024
10 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, 2026

Cascade Financial Partners, LLC holds $2,205,859 across 3 Railroads names. UNP ranks #2 (33.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNP
Union Pacific Corp
This page
2,733 $743,376

All Filings in UNP

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $743,376 2,733
2026-03-31 $689,040 2,840
2025-12-31 $686,095 2,966
2025-09-30 $792,075 3,351
2025-06-30 $770,998 3,351
2025-03-31 $791,640 3,351
2024-12-31 $786,509 3,449
2024-09-30 $850,109 3,449
2024-06-30 $769,057 3,399
2024-03-31 $853,131 3,469