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Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Benchmark Financial Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overviewAll 13F holders of UNPFull Q2 2026 holdings

Shares (Q2 2026)
1,586
Value
$431.5K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of UNP by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,586$431.5K0.1%+133+9.2%AddedHolders
Q1 20261,453$352.5K0.1%+88+6.4%AddedHolders
Q4 20251,365$315.8K0.1%−105−7.1%ReducedHolders
Q3 20251,470$347.5K0.1%−65−4.2%ReducedHolders
Q2 20251,535$353.1K0.1%+40+2.7%AddedHolders
Q1 20251,495$353.2K0.1%−27−1.8%ReducedHolders
Q4 20241,522$347.2K0.1%−130−7.9%ReducedHolders
Q3 20241,652$407.2K0.1%+51+3.2%AddedHolders
Q2 20241,601$362.3K0.1%−93−5.5%ReducedHolders
Q1 20241,694$416.5K0.2%+755+80.4%AddedHolders
Q4 2023939$230.5K0.1%+939NewHolders