Plante Moran Financial Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1424717
SOUTHFIELD, MI
Position in CP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,325
+$583 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#922
of 962 holders
Holding Since
Mar 2023
14 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, 2026Plante Moran Financial Advisors, LLC holds $715,987 across 7 Railroads names. CP ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,886 | $512,992 | |
| 2 | CSX |
Csx Corp
|
3,216 | $152,856 | |
| 3 | NSC |
Norfolk Southern Corp
|
135 | $42,469 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
73 | $6,325 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
2 | $539 | |
| 6 | TRN |
Trinity Industries Inc
|
12 | $414 | |
| 7 | GBX |
Greenbrier Companies Inc
|
8 | $392 |
All Filings in CP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,325 | 73 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,742 | 73 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,374 | 73 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,437 | 73 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,786 | 73 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $31,454 | 448 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,040 | 498 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $39,776 | 465 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $36,609 | 465 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,999 | 465 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,647 | 375 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $55,807 | 750 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $60,577 | 750 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $57,705 | 750 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||