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Beacon Pointe Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Beacon Pointe 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 		$5.18M Buy
65,805
+29,629
+82% +$2.34M 0.03% 463
2025
Q4 		$2.66M Buy
36,176
+35
+0.1% +$2.58K 0.02% 526
2025
Q3 		$2.69M Sell
36,141
-30,373
-46% -$2.32M 0.02% 478
2025
Q2 		$5.27M Sell
66,514
-3,417
-5% -$263K 0.06% 298
2025
Q1 		$4.91M Sell
69,931
-740
-1% -$56.3K 0.06% 301
2024
Q4 		$5.11M Sell
70,671
-1,869
-3% -$144K 0.06% 278
2024
Q3 		$6.21M Sell
72,540
-3,294
-4% -$271K 0.07% 244
2024
Q2 		$5.97M Sell
75,834
-543
-0.7% -$44.2K 0.07% 243
2024
Q1 		$6.73M Sell
76,377
-466
-0.6% -$39.1K 0.07% 232
2023
Q4 		$6.08M Sell
76,843
-978
-1% -$71.6K 0.07% 237
2023
Q3 		$5.79M Sell
77,821
-1,306
-2% -$104K 0.07% 236
2023
Q2 		$6.39M Buy
+79,127
New +$6.25M 0.1% 179
2023
Q1 		– Sell
-92,497
Closed -$6.9M – 1156
2022
Q4 		$6.9M Sell
92,497
-4,832
-5% -$363K 0.13% 154
2022
Q3 		$6.49M Sell
97,329
-6
-0% -$453 0.15% 146
2022
Q2 		$6.79M Sell
97,335
-3,368
-3% -$244K 0.14% 149
2022
Q1 		$8.31M Buy
100,703
+13,771
+16% +$1.04M 0.11% 182
2021
Q4 		$6.25M Buy
+86,932
New +$6.35M 0.16% 124

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

Beacon Pointe Advisors's CP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Canadian Pacific Kansas City (CP) stake by 82% in Q1 2026, buying an estimated $2.34M and bringing the position to 65,805 shares worth $5.18M. The position accounts for 0.03% of the portfolio, ranked #463.

Beacon Pointe Advisors first reported a position in CP in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.31M in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Beacon Pointe Advisors held 65,805 shares of Canadian Pacific Kansas City worth $5.18M as of Q1 2026.
  • Beacon Pointe Advisors bought 29,629 Canadian Pacific Kansas City shares in Q1 2026, an estimated $2.34M.
  • Canadian Pacific Kansas City made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #463 holding.
  • Beacon Pointe Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Canadian Pacific Kansas City position peaked at $8.31M in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.