Perigon Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1575239
SAN FRANCISCO, CA
Position in CP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,180
+$322 QoQ
Shares Held
2,391
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#755
of 962 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,999,157 across 5 Railroads names. CP ranks #5 (2.3% of the industry book) .
All Filings in CP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,180 | 2,391 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $206,858 | 2,777 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $223,858 | 2,824 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $226,357 | 3,224 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $246,998 | 3,413 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $305,035 | 3,566 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $247,369 | 3,142 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $280,292 | 3,179 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||