Sound View Wealth Advisors Group, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1784777
SAVANNAH, GA
Position in CP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$543,728
+$39,597 QoQ
Shares Held
6,275
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#558
of 962 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $4,133,733 across 4 Railroads names. CP ranks #4 (13.2% of the industry book) .
All Filings in CP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,728 | 6,275 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $504,131 | 6,409 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $492,658 | 6,691 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $614,840 | 8,254 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $793,571 | 10,011 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,255,145 | 32,120 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,276,398 | 31,455 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,650,750 | 19,298 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,269,599 | 16,126 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,350,059 | 15,312 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,247,092 | 15,774 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,093,827 | 14,700 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,082,156 | 13,398 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $1,176,582 | 15,774 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||