Guardian Wealth Advisors (North Carolina)’s Canterbury Park Holding Corp CPHC Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CPHC Stock Details CPHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$652K	Sell	41,644 -38	-0.1%	-$590	0.04%	187
2025 Q4	$645K	Hold	41,682	–	–	0.04%	193
2025 Q3	$686K	Sell	41,682 -1,300	-3%	-$22.6K	0.04%	176
2025 Q2	$813K	Buy	42,982 +133	+0.3%	+$2.35K	0.06%	162
2025 Q1	$785K	Buy	42,849 +110	+0.3%	+$2.22K	0.06%	147
2024 Q4	$876K	Buy	42,739 +153	+0.4%	+$3.08K	0.07%	143
2024 Q3	$822K	Buy	42,586 +140	+0.3%	+$2.85K	0.09%	121
2024 Q2	$927K	Buy	42,446 +132	+0.3%	+$3.02K	0.11%	103
2024 Q1	$988K	Sell	42,314 -7,499	-15%	-$172K	0.12%	101
2023 Q4	$1.02M	Sell	49,813 -869	-2%	-$17K	0.15%	82
2023 Q3	$1.01M	Buy	+50,682	New	+$1.11M	0.17%	77

Other funds holding CPHC

BDCMI

Black Diamond Capital Management I St. Thomas $136M AUM

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Guardian Wealth Advisors (North Carolina)'s CPHC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Canterbury Park Holding Corp (CPHC) stake by 0.09% in Q1 2026, selling an estimated $590 and leaving 41,644 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #187.

Guardian Wealth Advisors (North Carolina) first reported a position in CPHC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2023. 25 funds tracked by Wall St. Rank hold CPHC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 41,644 shares of Canterbury Park Holding Corp worth $652K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 38 Canterbury Park Holding Corp shares in Q1 2026, an estimated $590.
Canterbury Park Holding Corp made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #187 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Canterbury Park Holding Corp in Q3 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Canterbury Park Holding Corp position peaked at $1.02M in Q4 2023.
25 funds tracked by Wall St. Rank held Canterbury Park Holding Corp as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.