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

Aviso 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
Q1 		$87M Sell
1,106,483
-218,005
-16% -$17.2M 3.09% 9
2025
Q4 		$97.5M Buy
1,324,488
+25,235
+2% +$1.86M 3.71% 7
2025
Q3 		$96.8M Buy
1,299,253
+207,305
+19% +$15.8M 3.93% 5
2025
Q2 		$86.7M Buy
1,091,948
+23,127
+2% +$1.78M 3.91% 5
2025
Q1 		$75M Buy
1,068,821
+56,515
+6% +$4.3M 3.7% 6
2024
Q4 		$73.3M Buy
1,012,306
+138,545
+16% +$10.7M 3.7% 8
2024
Q3 		$74.7M Buy
873,761
+22,275
+3% +$1.83M 3.7% 7
2024
Q2 		$66.8M Buy
+851,486
New +$69.3M 3.72% 6

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Aviso Financial's CP Position: Q1 2026 in Review

Aviso Financial reduced its Canadian Pacific Kansas City (CP) stake by 16% in Q1 2026, selling an estimated $17.2M and leaving 1,106,483 shares worth $87M. The position accounts for 3.09% of the portfolio, ranked #9.

Aviso Financial first reported a position in CP in Q2 2024 and has held it in 8 quarters since. The position peaked at $97.5M in Q4 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Aviso Financial held 1,106,483 shares of Canadian Pacific Kansas City worth $87M as of Q1 2026.
  • Aviso Financial sold 218,005 Canadian Pacific Kansas City shares in Q1 2026, an estimated $17.2M.
  • Canadian Pacific Kansas City made up 3.09% of Aviso Financial's portfolio in Q1 2026, its #9 holding.
  • Aviso Financial first reported a position in Canadian Pacific Kansas City in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Canadian Pacific Kansas City position peaked at $97.5M in Q4 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.