FIRST FOUNDATION ADVISORS

Endowment

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1086763 Irvine, CA

Position in CP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,751,358

+$723,861 QoQ

Shares Held

124,078

-2.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#206

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $11,818,354 across 3 Railroads names. CP ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CP	Canadian Pacific Kansas City Ltd/Cn This page	124,078	$10,751,358
2	UNP	Union Pacific Corp	2,063	$561,136
3	NSC	Norfolk Southern Corp	1,608	$505,860

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,751,358	124,078	-2.7%	Shares	Defined	2026-08-14
2026-03-31	$10,027,497	127,479	+0.0%	Shares	Defined	2026-05-04
2025-12-31	$9,382,522	127,428	-12.7%	Shares	Defined	2026-02-04
2025-09-30	$10,872,038	145,953	-3.3%	Shares	Sole	2025-11-17
2025-06-30	$11,962,159	150,904	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$10,730,123	152,829	-12.9%	Shares	Sole	2025-05-08
2024-12-31	$12,696,375	175,437	-9.5%	Shares	Sole	2025-02-13
2024-09-30	$16,584,324	193,878	-13.6%	Shares	Sole	2024-11-14
2024-06-30	$17,673,624	224,484	-4.3%	Shares	Sole	2024-08-06
2024-03-31	$20,685,034	234,604	-7.7%	Shares	Sole	2024-05-10
2023-12-31	$20,101,558	254,257	-28.8%	Shares	Sole	2024-02-14
2023-09-30	$26,578,729	357,193	-13.3%	Shares	Defined	2023-11-15
2023-06-30	$33,285,316	412,100	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.