Union Pacific Corporation
CL ˙ SNSE ˙ US9078181081
SecurityCL:UNP / Union Pacific Corporation
InstitutionBigSur Wealth Management LLC
Latest Disclosed Ownership1,141 shares
Latest Disclosed Value $ 276,829
BigSur Wealth Management LLC reports 66.39% decrease in ownership of UNP / Union Pacific Corporation

On April 22, 2026 - BigSur Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,141 shares of Union Pacific Corporation (CL:UNP) valued at $276,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,395 shares of Union Pacific Corporation. This represents a change in shares of -66.39% 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.

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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)
2026-04-22 2026-03-31 13F UNION PAC COM 907818108 1,141 -2,254 -66.39 277 -64.84 0.0775
2026-01-27 2025-12-31 13F UNION PAC COM 907818108 3,395 46 1.37 785 -0.76 0.1905
2025-10-14 2025-09-30 13F UNION PAC COM 907818108 3,349 202 6.42 792 9.25 0.1939
2025-07-15 2025-06-30 13F UNION PAC COM 907818108 3,147 145 4.83 724 2.12 0.1828
2025-04-16 2025-03-31 13F UNION PACIFIC COM 907818108 3,002 -61 -1.99 709 1.58 0.1921
2025-01-16 2024-12-31 13F UNION PAC COM 907818108 3,063 107 3.62 698 -4.12 0.1996
2024-10-16 2024-09-30 13F UNION PAC COM 907818108 2,956 247 9.12 729 18.95 0.2007
2024-07-22 2024-06-30 13F UNION PAC COM 907818108 2,709 -96 -3.42 613 -11.18 0.1877
2024-05-22 2024-03-31 13F UNION PAC COM 907818108 2,805 48 1.74 690 1.77 0.2162
2024-02-12 2023-12-31 13F UNION PAC COM 907818108 2,757 48 1.77 677 22.87 0.3223
2023-11-13 2023-09-30 13F UNION PAC COM 907818108 2,709 -100 -3.56 552 -4.01 0.2781
2023-08-14 2023-06-30 13F UNION PAC COM 907818108 2,809 -1,000 -26.25 575 -25.07 0.2747
2023-05-12 2023-03-31 13F UNION PAC COM 907818108 3,809 0 0.00 767 -2.79 0.3597
2023-02-09 2022-12-31 13F UNION PAC COM 907818108 3,809 52 1.38 789 7.65 0.3800
2022-11-09 2022-09-30 13F UNION PAC COM 907818108 3,757 -11 -0.29 732 -8.96 0.3702
2022-08-10 2022-06-30 13F UNION PAC COM 907818108 3,768 0 0.00 804 -21.87 0.3787
2022-05-05 2022-03-31 13F UNION PAC COM 907818108 3,768 11 0.29 1,029 8.66 0.4009
2022-02-07 2021-12-31 13F UNION PAC COM 907818108 3,757 -95 -2.47 947 25.43 0.3705
2021-11-01 2021-09-30 13F UNION PAC COM 907818108 3,852 0 0.00 755 -10.86 0.3391
2021-07-29 2021-06-30 13F UNION PAC COM 907818108 3,852 0 0.00 847 -0.24 0.3822
2021-05-06 2021-03-31 13F UNION PAC COM 907818108 3,852 -400 -9.41 849 -4.07 0.4357
2021-01-22 2020-12-31 13F UNION PAC COM 907818108 4,252 -50 -1.16 885 4.49 0.4997
2020-10-30 2020-09-30 13F UNION PAC COM 907818108 4,302 -700 -13.99 847 0.12 0.5395
2020-07-31 2020-06-30 13F UNION PAC COM 907818108 5,002 139 2.86 846 23.32 0.6049
2020-05-05 2020-03-31 13F UNION PAC COM 907818108 4,863 59 1.23 686 -21.06 0.5142
2020-01-30 2019-12-31 13F UNION PACIFIC COM 907818108 4,804 0 0.00 869 11.70 0.4910
2019-11-05 2019-09-30 13F UNION PACIFIC COM 907818108 4,804 -296 -5.80 778 -11.09 0.5243
2019-07-05 2019-06-30 13F UNION PACIFIC COM 907818108 5,100 0 0.00 875 2.58 0.6105
2019-04-05 2019-03-31 13F UNION PACIFIC COM 907818108 5,100 0 0.00 853 20.99 0.5594
2019-02-01 2018-12-31 13F UNION PAC COM 907818108 5,100 580 12.83 705 -4.21 0.5010
2018-10-23 2018-09-30 13F UNION PAC COM 907818108 4,520 -100 -2.16 736 12.37 0.4605
2018-08-01 2018-06-30 13F UNION PAC COM 907818108 4,620 0 0.00 655 5.48 0.4770
2018-05-02 2018-03-31 13F UNION PAC COM 907818108 4,620 -175 -3.65 621 -3.42 0.4428
2018-02-01 2017-12-31 13F UNION PAC COM 907818108 4,795 1 0.02 643 15.65 0.6391
2017-11-02 2017-09-30 13F UNION PAC COM 907818108 4,794 114 2.44 556 15.83 0.5588
2017-08-14 2017-06-30 13F UNION PAC COM 907818108 4,680 31 0.67 480 -6.07 0.4869
2017-05-12 2017-03-31 13F UNION PAC COM 907818108 4,649 -61 -1.30 511 4.71 0.5529
2017-02-09 2016-12-31 13F UNION PAC COM 907818108 4,710 4,710 488 0.6528
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.