Union Pacific Corporation
CL ˙ SNSE ˙ US9078181081
SecurityCL:UNP / Union Pacific Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership1,667 shares
Latest Disclosed Value $ 404,326
Pinnacle Wealth Planning Services, Inc. reports 1.48% decrease in ownership of UNP / Union Pacific Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 1,667 shares of Union Pacific Corporation (CL:UNP) valued at $404,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,692 shares of Union Pacific Corporation. This represents a change in shares of -1.48% 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)
2026-05-11 2026-03-31 13F UNION PAC COM 907818108 1,667 -25 -1.48 404 3.32 0.0418
2026-02-13 2025-12-31 13F UNION PAC COM 907818108 1,692 35 2.11 391 0.00 0.0409
2025-11-13 2025-09-30 13F UNION PACIFIC COM 907818108 1,657 -586 -26.13 392 -24.22 0.0459
2025-08-11 2025-06-30 13F UNION PACIFIC COM 907818108 2,243 -158 -6.58 516 -8.99 0.0679
2025-05-15 2025-03-31 13F UNION PACIFIC COM 907818108 2,401 295 14.01 567 18.13 0.0853
2025-02-27 2024-12-31 13F/A-1 UNION PACIFIC COM 907818108 2,106 -861 -29.02 480 -34.34 0.0722
2025-02-06 2024-12-31 13F UNION PACIFIC COM 907818108 2,106 -861 480 0.0670
2024-11-13 2024-09-30 13F UNION PAC CORP COM Stock 907818108 2,967 70 2.42 731 11.60 0.0993
2024-08-09 2024-06-30 13F UNION PAC CORP COM Stock 907818108 2,897 -28 -0.96 655 -8.90 0.0937
2024-05-10 2024-03-31 13F UNION PAC CORP COM Stock 907818108 2,925 195 7.14 719 7.31 0.1054
2024-02-08 2023-12-31 13F UNION PAC CORP COM Stock 907818108 2,730 -142 -4.94 671 14.73 0.1053
2023-11-08 2023-09-30 13F UNION PAC CORP COM Stock 907818108 2,872 617 27.36 585 26.68 0.0964
2023-08-07 2023-06-30 13F UNION PAC CORP COM Stock 907818108 2,255 186 8.99 461 10.82 0.0745
2023-05-03 2023-03-31 13F UNION PAC CORP COM Stock 907818108 2,069 -405 -16.37 416 -18.75 0.0692
2023-02-13 2022-12-31 13F UNION PAC CORP COM Stock 907818108 2,474 -568 -18.67 512 -13.66 0.0910
2022-11-09 2022-09-30 13F UNION PAC CORP COM Stock 907818108 3,042 736 31.92 593 20.53 0.1096
2022-08-03 2022-06-30 13F UNION PAC CORP COM Stock 907818108 2,306 -890 -27.85 492 -43.64 0.0884
2022-04-20 2022-03-31 13F UNION PAC CORP COM Stock 907818108 3,196 657 25.88 873 36.41 0.1591
2022-01-21 2021-12-31 13F UNION PAC CORP COM Stock 907818108 2,539 14 0.55 640 29.29 0.1250
2021-10-29 2021-09-30 13F UNION PAC CORP COM Stock 907818108 2,525 152 6.41 495 -5.17 0.1094
2021-08-02 2021-06-30 13F UNION PAC CORP COM Stock 907818108 2,373 12 0.51 522 0.38 0.1214
2021-04-29 2021-03-31 13F UNION PAC CORP COM Stock 907818108 2,361 274 13.13 520 19.54 0.1334
2021-02-12 2020-12-31 13F UNION PAC CORP COM Stock 907818108 2,087 82 4.09 435 10.13 0.1039
2020-11-03 2020-09-30 13F UNION PAC CORP COM Stock 907818108 2,005 -13 -0.64 395 15.50 0.1304
2020-07-27 2020-06-30 13F UNION PAC CORP COM Stock 907818108 2,018 -951 -32.03 342 -17.99 0.1111
2020-05-11 2020-03-31 13F UNION PAC CORP COM Stock 907818108 2,969 1,056 55.20 417 20.87 0.1980
2020-02-07 2019-12-31 13F UNION PACIFIC CORP COM Stock 907818108 1,913 487 34.15 345 50.00 0.1623
2019-10-31 2019-09-30 13F UNION PACIFIC CORP COM Stock 907818108 1,426 1,426 230 0.1252
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.