Position in CP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,507,245
+$356,834 QoQ
Shares Held
40,476
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#301
of 965 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Concorde Financial Corp holds $3,507,245 across 1 Railroads name. CP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
40,476 | $3,507,245 |
All Filings in CP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,507,245 | 40,476 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,150,411 | 40,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,890,640 | 39,259 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,954,049 | 39,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,143,214 | 39,652 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,793,585 | 39,789 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,845,805 | 39,323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,336,487 | 39,005 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,085,035 | 39,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,410,944 | 38,686 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,056,143 | 38,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $558,075 | 7,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,603,149 | 44,610 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||