SEC 13F Intelligence

Mosaic Financial Group, LLC / UNP

Mosaic Financial Group, LLC’s Union Pac Corp Position

Does Mosaic Financial Group, LLC own Union Pac Corp (UNP)? Yes — 23.5K shares worth $6M (+4.04% of its 13F portfolio) as of Q1 2026, down from 23.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
23.5K
% of Portfolio
+4.04%
Quarters Held
9
currently held

Position History UNP

Reported value by quarter
Q1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $5MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.5K$6M+4.04%
Q4 202523.7K$5M+3.75%
Q3 202523.7K$6M+3.99%
Q2 202523.7K$5M+4.17%
Q1 202524.0K$6M+4.60%
Q4 202424.9K$6M+4.08%
Q3 202424.9K$6M+4.36%
Q2 202425.2K$6M+4.10%
Q1 202424.3K$6M+4.78%

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