Heritage Wealth Advisors
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1591122
RICHMOND, VA
Position in CP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,999
+$22,684 QoQ
Shares Held
2,839
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#723
of 965 holders
Holding Since
Mar 2023
14 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, 2026Heritage Wealth Advisors holds $40,140,761 across 6 Railroads names. CP ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
129,834 | $35,314,848 | |
| 2 | CSX |
Csx Corp
|
74,010 | $3,517,695 | |
| 3 | NSC |
Norfolk Southern Corp
|
2,954 | $929,298 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
2,839 | $245,999 | |
| 5 | CNI |
Canadian National Railway Co
|
1,065 | $126,990 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
22 | $5,931 |
All Filings in CP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,999 | 2,839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $223,315 | 2,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $193,278 | 2,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $195,536 | 2,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $208,083 | 2,625 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $184,301 | 2,625 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $189,971 | 2,625 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $224,542 | 2,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $206,666 | 2,625 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $231,446 | 2,625 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $207,532 | 2,625 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $195,326 | 2,625 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $226,156 | 2,800 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $215,432 | 2,800 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||