Alerus Financial
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Alerus Financial’s Canadian Pacific Kansas City CP Stock Holding History

Alerus Financial’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
Q3 		$709K Buy
8,332
+679
+9% +$61.6K 0.03% 186
2026
Q2 		$663K Buy
7,653
+2,458
+47% +$211K 0.03% 192
2026
Q1 		$409K Buy
5,195
+4,048
+353% +$320K 0.02% 196
2025
Q4 		$84.5K Sell
1,147
-999
-47% -$73.5K ﹤0.01% 212
2025
Q3 		$160K Sell
2,146
-867
-29% -$66.2K 0.01% 189
2025
Q2 		$239K Sell
3,013
-494
-14% -$38K 0.02% 154
2025
Q1 		$246K Sell
3,507
-498
-12% -$37.9K 0.02% 150
2024
Q4 		$290K Sell
4,005
-30,452
-88% -$2.35M 0.02% 142
2024
Q3 		$2.95M Sell
34,457
-2,013
-6% -$166K 0.22% 87
2024
Q2 		$2.87M Sell
36,470
-9,122
-20% -$742K 0.21% 81
2024
Q1 		$4.02M Sell
45,592
-1,103
-2% -$92.6K 0.3% 77
2023
Q4 		$3.69M Buy
46,695
+21
+0% +$1.54K 0.3% 80
2023
Q3 		$3.47M Sell
46,674
-550
-1% -$43.6K 0.31% 77
2023
Q2 		$3.81M Sell
47,224
-858
-2% -$67.7K 0.32% 81
2023
Q1 		$3.7M Sell
48,082
-669
-1% -$51.7K 0.33% 83
2022
Q4 		$3.64M Sell
48,751
-527
-1% -$39.6K 0.33% 85
2022
Q3 		$3.29M Buy
49,278
+6,541
+15% +$494K 0.33% 81
2022
Q2 		$2.98M Buy
42,737
+2,182
+5% +$158K 0.28% 82
2022
Q1 		$3.35M Sell
40,555
-153
-0.4% -$11.5K 0.29% 89
2021
Q4 		$2.93M Buy
+40,708
New +$2.97M 0.24% 102

Other funds holding CP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Alerus Financial's CP Position: Q3 2026 in Review

Alerus Financial increased its Canadian Pacific Kansas City (CP) stake by 8.9% in Q3 2026, buying an estimated $61.6K and bringing the position to 8,332 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #186.

Alerus Financial first reported a position in CP in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q1 2024. 607 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Alerus Financial held 8,332 shares of Canadian Pacific Kansas City worth $709K as of Q3 2026.
  • Alerus Financial bought 679 Canadian Pacific Kansas City shares in Q3 2026, an estimated $61.6K.
  • Canadian Pacific Kansas City made up 0.03% of Alerus Financial's portfolio in Q3 2026, its #186 holding.
  • Alerus Financial first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 20 quarters since.
  • Alerus Financial's Canadian Pacific Kansas City position peaked at $4.02M in Q1 2024.
  • 607 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.