BCS Private Wealth Management, Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2044001
RUMSON, NJ
Position in CP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$300,242
+$27,686 QoQ
Shares Held
3,465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#680
of 965 holders
Holding Since
Jun 2025
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, 2026BCS Private Wealth Management, Inc. holds $4,236,898 across 2 Railroads names. CP ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
14,473 | $3,936,656 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,465 | $300,242 |
All Filings in CP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,242 | 3,465 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $272,556 | 3,465 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $255,127 | 3,465 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $274,670 | 3,465 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||