UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1463217 IRVING, TX

Position in CP

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$669,631

-$57,895 QoQ

Shares Held

7,728

-16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#515

of 963 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $44,716,648 across 7 Railroads names. CP ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAB	Westinghouse Air Brake Technologies Corp	72,971	$19,672,981
2	UNP	Union Pacific Corp	45,170	$12,286,240
3	CSX	Csx Corp	170,760	$8,116,222
4	NSC	Norfolk Southern Corp	10,444	$3,285,577
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	7,728	$669,631
6	CNI	Canadian National Railway Co	3,859	$460,147
7	FSTR	Foster L B Co	5,000	$225,850

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,631	7,728	-16.4%	Shares	Defined	2026-08-17
2026-03-31	$727,526	9,249	+98.6%	Shares	Defined	2026-05-15
2025-12-31	$342,968	4,658	+26.4%	Shares	Defined	2026-02-17
2025-09-30	$274,421	3,684	-0.6%	Shares	Defined	2025-11-14
2025-06-30	$293,695	3,705	-8.8%	Shares	Defined	2025-08-11
2025-03-31	$285,193	4,062	+1.3%	Shares	Defined	2025-05-13
2024-12-31	$290,203	4,010	+11.3%	Shares	Defined	2025-02-13
2024-09-30	$308,286	3,604	-2.5%	Shares	Defined	2024-11-12
2024-06-30	$290,986	3,696	+3.1%	Shares	Defined	2024-08-14
2024-03-31	$316,001	3,584	+2.3%	Shares	Defined	2024-05-15
2023-12-31	$277,026	3,504	-29.1%	Shares	Defined	2024-02-14
2023-09-30	$367,659	4,941	-11.4%	Shares	Defined	2023-11-14
2023-06-30	$450,211	5,574	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.