Widmann Financial Services, Inc. UNP β€” Union Pacific Corp

Ownership history in Widmann Financial Services, Inc.  Β·  3 quarters on record

AI Ownership Summary

Widmann Financial Services, Inc. reported Union Pacific Corp (UNP) in 3 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows UNP at 0.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Widmann Financial Services, Inc.'s position in Union Pacific 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
2025 Q4

UNP was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

UNP stock page Widmann Financial Services, Inc. fund profile Widmann Financial Services, Inc. full holdings
How Widmann Financial Services, Inc. held UNP β€” position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 1,944 +1,444 +288.8% 0.28% $450K 2026-02-14 (Est.) $259.32
2024 Q2 UNCHANGED β€” β€” β€” 500 β€” 0% 0.09% $113K 2024-08-14 $231.80
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UNP

As of 2026 Q1 β€” sorted by position size

HILLMAN CO 3Y 7Y 9.6% Horrell Capital Management, Inc. 3Y 7Y 7.12% Skylands Capital, LLC 3Y 7Y 6.91% Maj Invest Holding A/S 3Y 7Y 5.59% Pacific Capital Partners Ltd 4.52% SCHARF INVESTMENTS, LLC 3Y 7Y 4.49% Werlinich Asset Management, LLC 4.36% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 3.82% R.H. Investment Group, LLC 3.28% HENDLEY & CO INC 3Y 7Y 3.1%

FAQ About Widmann Financial Services, Inc. and UNP

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

How long has Widmann Financial Services, Inc. reported owning UNP?

Widmann Financial Services, Inc. reported UNP across 2 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported UNP position in Widmann Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for UNP was 0.28% in 2025 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q4, when Widmann Financial Services, Inc. reported 1,944 shares, equal to 0.28% of portfolio, with an estimated market value of $450K.

What does the chart on this UNP ownership page compare?

The chart compares Widmann Financial Services, Inc.'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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