Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership1,084 shares
Latest Disclosed Value $ 263,001
UMA Financial Services, Inc. reports 3.56% decrease in ownership of UNP / Union Pacific Corporation

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 1,084 shares of Union Pacific Corporation (MX:UNP) valued at $263,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,124 shares of Union Pacific Corporation. This represents a change in shares of -3.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F UNION PAC COM 907818108 1,084 -40 -3.56 263 1.15 0.0366
2026-01-29 2025-12-31 13F UNION PAC COM 907818108 1,124 -5,662 -83.44 260 -83.79 0.0362
2025-11-04 2025-09-30 13F UNION PAC COM 907818108 6,786 68 1.01 1,604 3.82 0.2283
2025-07-11 2025-06-30 13F UNION PAC COM 907818108 6,718 -46 1,546 0.2427
2025-07-14 2025-06-30 13F UNION PAC COM 907818108 6,718 -46 -0.68 1,546 -3.26 0.2427
2025-04-28 2025-03-31 13F UNION PAC COM 907818108 6,764 -110 -1.60 1,598 1.91 0.2751
2025-02-12 2024-12-31 13F UNION PAC COM 907818108 6,874 22 0.32 1,568 -6.95 0.2649
2024-10-16 2024-09-30 13F UNION PAC COM 907818108 6,852 -63 -0.91 1,684 0.24 0.3039
2024-07-17 2024-06-30 13F UNION PAC COM 907818108 6,915 38 0.55 1,681 5.66 0.3097
2024-04-17 2024-03-31 13F UNION PAC COM 907818108 6,877 101 1.49 1,590 -3.46 0.3344
2024-01-23 2023-12-31 13F UNION PAC COM 907818108 6,776 54 0.80 1,647 19.96 0.3677
2023-10-10 2023-09-30 13F UNION PAC COM 907818108 6,722 32 0.48 1,373 -0.44 0.3533
2023-07-05 2023-06-30 13F UNION PAC COM 907818108 6,690 68 1.03 1,379 3.14 0.3423
2023-04-20 2023-03-31 13F UNION PAC COM 907818108 6,622 258 4.05 1,338 3.40 0.3510
2023-01-25 2022-12-31 13F UNION PAC COM 907818108 6,364 0 0.00 1,293 1.25 0.3489
2022-10-06 2022-09-30 13F UNION PAC COM 907818108 6,364 0 0.00 1,277 -11.63 0.3925
2022-08-02 2022-06-30 13F UNION PAC COM 907818108 6,364 0 0.00 1,445 -4.24 0.4185
2022-05-05 2022-03-31 13F UNION PAC COM 907818108 6,364 0 0.00 1,509 -6.91 0.4007
2022-01-11 2021-12-31 13F UNION PAC COM 907818108 6,364 0 0.00 1,621 13.12 0.4251
2021-10-19 2021-09-30 13F UNION PAC COM 907818108 6,364 0 0.00 1,433 2.58 0.3940
2021-07-23 2021-06-30 13F UNION PAC COM 907818108 6,364 0 0.00 1,397 -1.76 0.4001
2021-04-06 2021-03-31 13F UNION PAC COM 907818108 6,364 0 0.00 1,422 7.89 0.4627
2021-02-19 2020-12-31 13F UNION PAC COM 907818108 6,364 0 0.00 1,318 15.51 0.4486
2020-11-04 2020-09-30 13F UNION PAC COM 907818108 6,364 -750 -10.54 1,141 -14.15 0.4580
2020-08-11 2020-06-30 13F UNION PAC COM 907818108 7,114 0 0.00 1,329 27.06 0.5357
2020-04-23 2020-03-31 13F UNION PAC COM 907818108 7,114 -259 -3.51 1,046 -21.12 0.5227
2020-01-14 2019-12-31 13F UNION PACIFIC COM 907818108 7,373 0 0.00 1,326 0.00 0.5900
2019-11-26 2019-09-30 13F UNION PACIFIC COM 907818108 7,373 7,373 1,326 0.6476
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.