Action Point Financial Planning’s Canadian Pacific Kansas City CP Stock Holding History

Action Point Financial Planning’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1K	Buy	+292	New	+$25K	﹤0.01%	1048

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Action Point Financial Planning's CP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 292 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

974 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Action Point Financial Planning held 292 shares of Canadian Pacific Kansas City worth $25.1K as of Q2 2026.
Canadian Pacific Kansas City was a new Action Point Financial Planning position in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1048 holding.
974 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.