SEC 13F Intelligence

United Capital Financial Advisors, LLC / UNP

United Capital Financial Advisors, LLC’s Union Pac Corp Position

Does United Capital Financial Advisors, LLC own Union Pac Corp (UNP)? Yes — 43.7K shares worth $11M (+0.07% of its 13F portfolio) as of Q1 2026, down from 45.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
43.7K
% of Portfolio
+0.07%
Quarters Held
30
currently held

Position History UNP

Reported value by quarter
Q4 ’18: $52MQ4 ’18Q1 ’19: $62MQ2 ’19: $63MQ3 ’19: $54MQ4 ’19: $62MQ4 ’19Q1 ’20: $39MQ2 ’20: $51MQ3 ’20: $59MQ4 ’20: $64MQ4 ’20Q1 ’21: $70MQ2 ’21: $71MQ3 ’21: $62MQ4 ’21: $79MQ4 ’21Q1 ’22: $84MQ2 ’22: $66MQ3 ’22: $59MQ4 ’22: $33MQ4 ’22Q1 ’23: $31MQ2 ’23: $31MQ3 ’23: $27MQ4 ’23: $15MQ4 ’23Q1 ’24: $12MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.7K$11M+0.07%
Q4 202545.0K$10M+0.06%
Q3 202536.7K$9M+0.06%
Q2 202538.1K$9M+0.07%
Q1 202543.1K$10M+0.09%
Q4 202442.6K$10M+0.08%
Q3 202444.9K$11M+0.09%
Q2 202445.5K$10M+0.09%
Q1 202448.5K$12M+0.10%
Q4 202361.3K$15M+0.12%
Q3 2023132.2K$27M+0.18%
Q2 2023151.6K$31M+0.17%
Q1 2023151.6K$31M+0.17%
Q4 2022160.0K$33M+0.19%
Q3 2022303.6K$59M+0.35%
Q2 2022307.7K$66M+0.36%
Q1 2022306.2K$84M+0.41%
Q4 2021315.0K$79M+0.37%
Q3 2021315.0K$62M+0.31%
Q2 2021321.2K$71M+0.36%
Q1 2021317.6K$70M+0.39%
Q4 2020308.1K$64M+0.39%
Q3 2020298.7K$59M+0.38%
Q2 2020301.5K$51M+0.37%
Q1 2020302.0K$39M+0.32%
Q4 2019345.3K$62M+0.40%
Q3 2019332.1K$54M+0.38%
Q2 2019372.6K$63M+0.41%
Q1 2019371.3K$62M+0.44%
Q4 2018373.7K$52M+0.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of UNP.