Focus Partners Wealth

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1542153 ST LOUIS, MO

Position in CP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$63,348,861

+$2,180,328 QoQ

Shares Held

731,089

-6.0% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#98

of 965 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Industrials · as of Jun 30, 2026

Focus Partners Wealth holds $260,718,811 across 8 Railroads names. CP ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	324,320	$88,215,040
2	CSX	Csx Corp	1,386,157	$65,884,042
3	CP	Canadian Pacific Kansas City Ltd/Cn This page	731,089	$63,348,861
4	NSC	Norfolk Southern Corp	98,785	$31,076,773
5	WAB	Westinghouse Air Brake Technologies Corp	31,424	$8,471,910
6	CNI	Canadian National Railway Co	15,554	$1,854,658
7	GBX	Greenbrier Companies Inc	31,158	$1,527,053
8	TRN	Trinity Industries Inc	9,846	$340,474

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,348,861	731,089	-6.0%	Shares	Sole	2026-08-12
2026-03-31	$61,168,533	777,632	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$54,266,635	737,018	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$52,643,647	706,721	+6.6%	Shares	Sole	2025-11-14
2025-06-30	$52,537,302	662,764	+4.5%	Shares	Sole	2025-08-14
2025-03-31	$44,538,836	634,366	+11.5%	Shares	Sole	2025-05-20
2024-12-31	$41,174,549	568,945	+2.0%	Shares	Sole	2025-05-20
2024-09-30	$47,706,000	557,704	+16.8%	Shares	Sole	2024-11-14
2024-06-30	$37,603,731	477,629	+1576.0%	Shares	Sole	2024-08-15
2023-12-31	$2,253,130	28,499	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.