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B. Riley Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-6,395
Closed -$471K – 938
2025
Q4 		$471K Buy
6,395
+319
+5% +$23.5K 0.02% 545
2025
Q3 		$453K Sell
6,076
-1,231
-17% -$94K 0.02% 566
2025
Q2 		$579K Buy
+7,307
New +$562K 0.03% 482
2024
Q4 		$711K Sell
9,813
-1,468
-13% -$113K 0.02% 565
2024
Q3 		$963K Sell
11,281
-4,401
-28% -$362K 0.03% 508
2024
Q2 		$1.24M Sell
15,682
-2,394
-13% -$195K 0.03% 471
2024
Q1 		$1.35M Buy
18,076
+2,976
+20% +$250K 0.04% 442
2023
Q4 		$1.2M Sell
15,100
-2,976
-16% -$218K 0.03% 473
2023
Q3 		$1.35M Buy
18,076
+3,115
+21% +$247K 0.04% 442
2023
Q2 		$1.21M Buy
14,961
+358
+2% +$28.3K 0.03% 502
2023
Q1 		$1.13M Buy
14,603
+6,838
+88% +$528K 0.03% 507
2022
Q4 		$580K Sell
7,765
-1,943
-20% -$146K 0.02% 733
2022
Q3 		$649K Buy
9,708
+1,196
+14% +$90.3K 0.02% 659
2022
Q2 		$596K Sell
8,512
-1,147
-12% -$83.1K 0.03% 586
2022
Q1 		$799K Buy
9,659
+3,371
+54% +$254K 0.03% 555
2021
Q4 		$453K Buy
+6,288
New +$459K 0.01% 866
2015
Q1 		– Sell
-3,540
Closed -$136 – 833
2014
Q4 		$136 Sell
3,540
-5,470
-61% -$217K ﹤0.01% 1563
2014
Q3 		$374K Sell
9,010
-5,135
-36% -$201K 0.1% 280
2014
Q2 		$251K Buy
14,145
+7,185
+103% +$236K 0.06% 375
2014
Q1 		$209K Buy
+6,960
New +$211K 0.06% 373

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

B. Riley Wealth Advisors's CP Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 6,395 shares — an estimated $471K sold.

B. Riley Wealth Advisors first reported a position in CP in Q1 2014 and held it in 20 quarters. The position peaked at $1.35M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,395 Canadian Pacific Kansas City shares in Q1 2026, an estimated $471K.
  • B. Riley Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Canadian Pacific Kansas City position peaked at $1.35M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.