Forvis Mazars Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1352864
Springfield, MO
Position in CP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$810,610
+$80,174 QoQ
Shares Held
9,355
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 963 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $4,864,253 across 2 Railroads names. CP ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
85,286 | $4,053,643 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
9,355 | $810,610 |
All Filings in CP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,610 | 9,355 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $730,436 | 9,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $683,728 | 9,286 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $691,714 | 9,286 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $751,162 | 9,476 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $665,309 | 9,476 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $672,027 | 9,286 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,141,616 | 13,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,048,919 | 13,323 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,180,243 | 13,386 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,053,316 | 13,323 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,095,166 | 14,718 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,194,265 | 14,786 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||