Sequoia Financial Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1599900 Akron, OH

Position in CP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,173,934

-$25,631 QoQ

Shares Held

13,548

-11.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#426

of 965 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $26,641,127 across 7 Railroads names. CP ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	48,685	$13,242,320
2	CSX	Csx Corp	98,658	$4,689,214
3	NSC	Norfolk Southern Corp	14,500	$4,561,555
4	WAB	Westinghouse Air Brake Technologies Corp	7,656	$2,064,057
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	13,548	$1,173,934
6	CNI	Canadian National Railway Co	5,725	$682,649
7	TRN	Trinity Industries Inc	6,576	$227,398

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,173,934	13,548	-11.2%	Shares	Sole	2026-07-17
2026-03-31	$1,199,565	15,250	+4.6%	Shares	Sole	2026-04-30
2025-12-31	$1,073,378	14,578	-0.5%	Shares	Sole	2026-02-03
2025-09-30	$1,091,650	14,655	+6.5%	Shares	Sole	2025-10-29
2025-06-30	$1,090,517	13,757	+6.6%	Shares	Sole	2025-07-25
2025-03-31	$906,340	12,909	+7.8%	Shares	Sole	2025-04-23
2024-09-30	$1,024,598	11,978	+4.9%	Shares	Sole	2024-10-21
2024-06-30	$898,860	11,417	-3.1%	Shares	Sole	2024-07-15
2024-03-31	$1,038,818	11,782	+7.4%	Shares	Sole	2024-04-30
2023-12-31	$867,288	10,970	+7.6%	Shares	Sole	2024-01-26
2023-09-30	$758,609	10,195	+1.1%	Shares	Sole	2023-11-08
2023-06-30	$814,242	10,081	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.