Bell Investment Advisors, Inc
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1890149
ORINDA, CA
Position in CP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,618
+$887 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 962 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $119,452 across 7 Railroads names. CP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
160 | $43,520 | |
| 2 | WAB |
Westinghouse Air Brake Technologies Corp
|
106 | $28,577 | |
| 3 | NSC |
Norfolk Southern Corp
|
63 | $19,819 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
111 | $9,618 | |
| 5 | CSX |
Csx Corp
|
193 | $9,173 | |
| 6 | CNI |
Canadian National Railway Co
|
69 | $8,227 | |
| 7 | TRN |
Trinity Industries Inc
|
15 | $518 |
All Filings in CP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,618 | 111 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,731 | 111 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,215 | 98 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $10,279 | 138 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $10,384 | 131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,022 | 157 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,348 | 143 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,462 | 134 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,549 | 134 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,285 | 128 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,222 | 104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,747 | 131 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,884 | 110 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||