Partners in Financial Planning

Position in UNP — Union Pacific Corp

CIK 2054264 SALEM, VA

Position in UNP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$326,400

+$35,256 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,245

of 2,880 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Partners in Financial Planning holds $4,027,729 across 3 Railroads names. UNP ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	9,376	$2,949,595
2	CSX	Csx Corp	15,816	$751,734
3	UNP	Union Pacific Corp This page	1,200	$326,400

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,400	1,200	0.0%	Shares	Sole	2026-08-10
2026-03-31	$291,144	1,200	0.0%	Shares	Sole	2026-05-11
2025-12-31	$277,584	1,200	0.0%	Shares	Sole	2026-02-02
2025-09-30	$283,644	1,200	0.0%	Shares	Sole	2025-11-10
2025-06-30	$276,096	1,200	0.0%	Shares	Sole	2025-08-04
2025-03-31	$283,488	1,200	0.0%	Shares	Sole	2025-04-30
2024-12-31	$273,648	1,200	0.0%	Shares	Sole	2025-02-12
2024-09-30	$295,776	1,200	0.0%	Shares	Sole	2025-02-26
2024-06-30	$271,512	1,200	0.0%	Shares	Sole	2025-02-26
2024-03-31	$295,116	1,200	0.0%	Shares	Sole	2025-02-26
2023-12-31	$294,744	1,200	0.0%	Shares	Sole	2025-02-26
2023-09-30	$244,356	1,200	0.0%	Shares	Sole	2025-03-04
2023-06-30	$245,544	1,200	0.0%	Shares	Sole	2025-02-26
2023-03-31	$241,512	1,200	-7.7%	Shares	Sole	2025-02-26
2022-12-31	$269,191	1,300	0.0%	Shares	Sole	2025-05-05
2022-09-30	$253,266	1,300	0.0%	Shares	Sole	2025-05-05
2022-06-30	$277,264	1,300	0.0%	Shares	Sole	2025-05-05
2022-03-31	$355,173	1,300	0.0%	Shares	Sole	2025-05-05
2021-12-31	$327,509	1,300	0.0%	Shares	Sole	2025-05-05
2021-09-30	$254,813	1,300	0.0%	Shares	Sole	2025-05-05
2021-06-30	$285,909	1,300	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.