JFS WEALTH ADVISORS, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1568068 HERMITAGE, PA

Position in CP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,112

+$3,303 QoQ

Shares Held

+156.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#933

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $1,291,386 across 8 Railroads names. CP ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	2,562	$805,979
2	UNP	Union Pacific Corp	1,269	$345,168
3	CSX	Csx Corp	1,595	$75,810
4	WAB	Westinghouse Air Brake Technologies Corp	139	$37,474
5	CNI	Canadian National Railway Co	162	$19,316
6	CP	Canadian Pacific Kansas City Ltd/Cn This page	59	$5,112
7	TRN	Trinity Industries Inc	66	$2,282
8	GBX	Greenbrier Companies Inc	5	$245

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,112	59	+156.5%	Shares	Sole	2026-07-10
2026-03-31	$1,809	23	-85.3%	Shares	Sole	2026-04-21
2025-12-31	$11,486	156	-4.3%	Shares	Sole	2026-01-14
2025-09-30	$12,141	163	0.0%	Shares	Sole	2025-11-10
2025-06-30	$12,921	163	+15.6%	Shares	Sole	2025-07-24
2025-03-31	$9,899	141	-5.4%	Shares	Sole	2025-04-22
2024-12-31	$10,783	149	+4.2%	Shares	Sole	2025-01-31
2024-09-30	$12,232	143	0.0%	Shares	Sole	2024-10-25
2024-06-30	$11,258	143	-7.7%	Shares	Sole	2024-07-15
2024-03-31	$13,666	155	+1.3%	Shares	Sole	2024-04-30
2023-12-31	$12,096	153	+15.0%	Shares	Sole	2024-02-07
2023-09-30	$9,896	133	+0.8%	Shares	Sole	2023-11-02
2023-06-30	$10,661	132	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.