Western Financial Corp/CA UNP — UNION PAC CORP

Ownership history in Western Financial Corp/CA  ·  1 quarter on record

AI Ownership Summary

Western Financial Corp/CA reported UNION PAC CORP (UNP) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 1.58% in 2026 Q3. The latest visible filing shows UNP at 1.58% 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 Western Financial Corp/CA's position in UNION PAC CORP, 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
2026 Q3

UNP was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Western Financial Corp/CA held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 17,402 — — 1.58% $4.7M 2026-10-14 $286.43

FAQ About Western Financial Corp/CA and UNP

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

How long has Western Financial Corp/CA reported owning UNP?

Western Financial Corp/CA reported UNP across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported UNP position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for UNP was 1.58% in 2026 Q3.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q3, when Western Financial Corp/CA reported 17,402 shares, equal to 1.58% of portfolio, with an estimated market value of $4.7M.

What does the chart on this UNP ownership page compare?

The chart compares Western Financial Corp/CA'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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