EverSource Wealth Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1710537 BIRMINGHAM, AL

Position in CP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$125,638

-$41,746 QoQ

Shares Held

1,450

-31.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#782

of 965 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,968,278 across 9 Railroads names. CP ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	5,334	$1,450,848
2	CSX	Csx Corp	10,795	$513,081
3	WAB	Westinghouse Air Brake Technologies Corp	1,338	$360,719
4	NSC	Norfolk Southern Corp	980	$308,294
5	CNI	Canadian National Railway Co	1,270	$151,431
6	CP	Canadian Pacific Kansas City Ltd/Cn This page	1,450	$125,638
7	TRN	Trinity Industries Inc	1,458	$50,414
8	GBX	Greenbrier Companies Inc	140	$6,861

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,638	1,450	-31.9%	Shares	Sole	2026-07-24
2026-03-31	$167,384	2,128	+40.2%	Shares	Sole	2026-05-18
2025-12-31	$111,767	1,518	+15.3%	Shares	Sole	2026-02-06
2025-09-30	$98,026	1,316	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$103,604	1,307	+39.3%	Shares	Sole	2025-08-13
2025-03-31	$65,856	938	+81.8%	Shares	Sole	2025-05-13
2024-12-31	$37,341	516	+10.0%	Shares	Sole	2025-02-10
2024-09-30	$40,116	469	+41.7%	Shares	Sole	2024-11-08
2024-06-30	$26,057	331	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$29,623	336	+37.7%	Shares	Sole	2024-06-11
2023-12-31	$19,288	244	+19.0%	Shares	Sole	2024-02-09
2023-09-30	$15,252	205	-26.8%	Shares	Sole	2023-11-03
2023-06-30	$22,614	280	+19.1%	Shares	Sole	2023-08-04
2023-03-31	$18,080	235	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.