Transamerica Financial Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1502149
CEDAR RAPIDS, IA
Position in CP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,217
+$5,767 QoQ
Shares Held
141
+72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#895
of 962 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $1,664,298 across 6 Railroads names. CP ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
4,992 | $1,357,824 | |
| 2 | CSX |
Csx Corp
|
2,557 | $121,534 | |
| 3 | NSC |
Norfolk Southern Corp
|
317 | $99,725 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
246 | $66,321 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
141 | $12,217 | |
| 6 | CNI |
Canadian National Railway Co
|
56 | $6,677 |
All Filings in CP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,217 | 141 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,450 | 82 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,767 | 24 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,607 | 35 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||