Steward Partners Investment Advisory, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1723397 STAMFORD, CT

Position in CP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$987,290

+$99,455 QoQ

Shares Held

11,394

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#457

of 963 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $51,148,355 across 8 Railroads names. CP ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	125,622	$34,169,184
2	NSC	Norfolk Southern Corp	25,475	$8,014,180
3	CSX	Csx Corp	131,554	$6,252,761
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	11,394	$987,290
5	WAB	Westinghouse Air Brake Technologies Corp	2,621	$706,621
6	TRN	Trinity Industries Inc	17,230	$595,813
7	CNI	Canadian National Railway Co	3,531	$421,036
8	GBX	Greenbrier Companies Inc	30	$1,470

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,290	11,394	+0.9%	Shares	Sole	2026-08-13
2026-03-31	$887,835	11,287	+4.6%	Shares	Sole	2026-05-08
2025-12-31	$794,688	10,793	-6.1%	Shares	Sole	2026-02-12
2025-09-30	$855,815	11,489	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$846,762	10,682	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$761,497	10,846	+10.3%	Shares	Sole	2025-05-13
2024-12-31	$711,614	9,833	-11.8%	Shares	Sole	2025-02-06
2024-09-30	$953,428	11,146	-7.4%	Shares	Sole	2024-11-14
2024-06-30	$947,279	12,032	+3.0%	Shares	Sole	2024-08-08
2024-03-31	$1,029,913	11,681	+10.3%	Shares	Sole	2024-05-15
2023-12-31	$837,087	10,588	+24.1%	Shares	Sole	2024-02-12
2023-09-30	$634,642	8,529	+4.5%	Shares	Sole	2023-11-13
2023-06-30	$658,921	8,158	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.