PERSONAL CFO SOLUTIONS, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1677501 CHESTER, NJ

Position in CP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,285,279

+$52,677 QoQ

Shares Held

14,833

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#416

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,565,062 across 4 Railroads names. CP ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CP	Canadian Pacific Kansas City Ltd/Cn This page	14,833	$1,285,279
2	NSC	Norfolk Southern Corp	3,502	$1,101,694
3	UNP	Union Pacific Corp	2,776	$755,072
4	CSX	Csx Corp	8,900	$423,017

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,279	14,833	-5.3%	Shares	Sole	2026-08-07
2026-03-31	$1,232,602	15,670	+6.2%	Shares	Sole	2026-04-30
2025-12-31	$1,085,968	14,749	-1.4%	Shares	Defined	2026-01-22
2025-09-30	$1,113,997	14,955	+0.5%	Shares	Defined	2025-11-10
2025-06-30	$1,179,220	14,876	-1.5%	Shares	Defined	2025-08-12
2025-03-31	$1,060,732	15,108	-12.7%	Shares	Defined	2025-04-30
2024-12-31	$1,253,014	17,314	-15.8%	Shares	Defined	2025-02-07
2024-09-30	$1,758,531	20,558	-2.6%	Shares	Defined	2024-11-14
2024-06-30	$1,661,832	21,108	-10.7%	Shares	Defined	2024-08-09
2024-03-31	$2,083,280	23,628	+3.1%	Shares	Defined	2024-05-13
2023-12-31	$1,812,213	22,922	-7.4%	Shares	Defined	2024-02-13
2023-09-30	$1,842,391	24,760	+36.3%	Shares	Defined	2023-11-13
2023-06-30	$1,467,752	18,172	—	Shares	Defined	2023-08-10
No filing history on record for this holder in this stock.