Diversify Advisory Services, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2021232
SANDY, UT
Position in CP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$287,764
+$17,971 QoQ
Shares Held
3,321
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 962 holders
Holding Since
Mar 2024
4 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, 2026Diversify Advisory Services, LLC holds $15,761,323 across 6 Railroads names. CP ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
42,167 | $11,469,424 | |
| 2 | CSX |
Csx Corp
|
48,181 | $2,290,042 | |
| 3 | NSC |
Norfolk Southern Corp
|
2,788 | $877,076 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,263 | $610,104 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,321 | $287,764 | |
| 6 | CNI |
Canadian National Railway Co
|
1,903 | $226,913 |
All Filings in CP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,764 | 3,321 | Shares | Sole | 2026-08-10 | |
| 2024-09-30 | $269,793 | 3,154 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $267,445 | 3,397 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $271,299 | 3,077 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||