UNP β€” UNION PAC CORP COM

Ownership history in Putney Financial Group LLC  Β·  5 quarters on record

AI Ownership Summary

Putney Financial Group LLC reported UNION PAC CORP COM (UNP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.47% in 2024 Q4. The latest visible filing shows UNP at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Putney Financial Group LLC's position in UNION PAC CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNP was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Putney Financial Group LLC held UNP β€” position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,034 -270 -6.3% 0.87% $933K 2026-02-14 (Est.) $259.32
2025 Q3 REDUCED 4,304 -690 -13.8% 1.01% $1.0M 2025-11-07 $219.05
2025 Q2 REDUCED 4,994 -760 -13.2% 1.16% $1.1M 2025-08-04 $218.26
2025 Q1 REDUCED 5,754 -1,468 -20.3% 1.43% $1.4M 2025-04-22 $211.90
2024 Q4 INITIATED 7,222 β€” β€” 1.47% $1.6M 2025-02-21 $238.58

FAQ About Putney Financial Group LLC and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Putney Financial Group LLC reported owning UNP?

Putney Financial Group LLC reported UNP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported UNP position in Putney Financial Group LLC's portfolio?

The largest reported portfolio weight for UNP was 1.47% in 2024 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q4, when Putney Financial Group LLC reported 4,034 shares, equal to 0.87% of portfolio, with an estimated market value of $933K.

What does the chart on this UNP ownership page compare?

The chart compares Putney Financial Group LLC's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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