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

Bernard 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 Q2	$37.7K	Hold	435	–	–	0.01%	153
2026 Q1	$34.2K	Hold	435	–	–	0.01%	151
2025 Q4	$32K	Hold	435	–	–	0.01%	149
2025 Q3	$32.4K	Hold	435	–	–	0.01%	148
2025 Q2	$34.5K	Hold	435	–	–	0.02%	144
2025 Q1	$30.5K	Hold	435	–	–	0.01%	156
2024 Q4	$31.5K	Buy	+435	New	+$33.5K	0.01%	153

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bernard Wealth Management's CP Position: Q2 2026 in Review

Bernard Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 435 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #153.

Bernard Wealth Management first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Bernard Wealth Management held 435 shares of Canadian Pacific Kansas City worth $37.7K as of Q2 2026.
Bernard Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #153 holding.
Bernard Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.