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BCS Private Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

BCS Private Wealth Management’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 		$273K Hold
3,465
– – 0.08% 158
2025
Q4 		$256K Buy
+3,465
New +$255K 0.09% 157
2025
Q3 		– Sell
-3,465
Closed -$275K – 167
2025
Q2 		$275K Buy
+3,465
New +$267K 0.1% 140

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

BCS Private Wealth Management's CP Position: Q1 2026 in Review

BCS Private Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 3,465 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #158.

BCS Private Wealth Management first reported a position in CP in Q2 2025 and has held it in 3 quarters since. The position peaked at $275K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • BCS Private Wealth Management held 3,465 shares of Canadian Pacific Kansas City worth $273K as of Q1 2026.
  • BCS Private Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
  • Canadian Pacific Kansas City made up 0.08% of BCS Private Wealth Management's portfolio in Q1 2026, its #158 holding.
  • BCS Private Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 3 quarters since.
  • BCS Private Wealth Management's Canadian Pacific Kansas City position peaked at $275K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.