BIA
CP icon

Bell Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Bell Investment 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
Q2 		$9.62K Hold
111
– – ﹤0.01% 722
2026
Q1 		$8.73K Buy
111
+13
+13% +$1.03K ﹤0.01% 730
2025
Q4 		$7.22K Sell
98
-40
-29% -$2.94K ﹤0.01% 825
2025
Q3 		$10.3K Buy
138
+7
+5% +$535 ﹤0.01% 633
2025
Q2 		$10.4K Sell
131
-26
-17% -$2K ﹤0.01% 658
2025
Q1 		$11K Buy
157
+14
+10% +$1.06K ﹤0.01% 569
2024
Q4 		$10.3K Buy
143
+9
+7% +$693 ﹤0.01% 590
2024
Q3 		$11.5K Hold
134
– – ﹤0.01% 565
2024
Q2 		$10.6K Buy
134
+6
+5% +$488 ﹤0.01% 588
2024
Q1 		$11.3K Buy
128
+24
+23% +$2.02K ﹤0.01% 541
2023
Q4 		$8.22K Sell
104
-27
-21% -$1.98K ﹤0.01% 636
2023
Q3 		$9.75K Buy
131
+21
+19% +$1.67K ﹤0.01% 515
2023
Q2 		$8.88K Buy
110
+13
+13% +$1.03K ﹤0.01% 555
2023
Q1 		$7.46K Sell
97
-7
-7% -$540 ﹤0.01% 592
2022
Q4 		$7.76K Buy
104
+90
+643% +$6.77K ﹤0.01% 584
2022
Q3 		$1K Sell
14
-66
-83% -$4.98K ﹤0.01% 1360
2022
Q2 		$6K Buy
+80
New +$5.79K ﹤0.01% 604
2021
Q4 		$9K Buy
125
+102
+443% +$7.45K ﹤0.01% 515
2021
Q3 		$1K Buy
+23
New +$1.64K ﹤0.01% 1321

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bell Investment Advisors's CP Position: Q2 2026 in Review

Bell Investment Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 111 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Bell Investment Advisors first reported a position in CP in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.5K in Q3 2024. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Bell Investment Advisors held 111 shares of Canadian Pacific Kansas City worth $9.62K as of Q2 2026.
  • Bell Investment Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #722 holding.
  • Bell Investment Advisors first reported a position in Canadian Pacific Kansas City in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Canadian Pacific Kansas City position peaked at $11.5K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.