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Birchwood Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

Birchwood Financial Partners’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 		$108K Hold
1,250
– – 0.09% 120
2026
Q1 		$98.3K Hold
1,250
– – 0.09% 110
2025
Q4 		$92K Buy
+1,250
New +$92K 0.09% 117

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

Birchwood Financial Partners's CP Position: Q2 2026 in Review

Birchwood Financial Partners held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 1,250 shares worth $108K. The position accounts for 0.09% of the portfolio, ranked #120.

Birchwood Financial Partners first reported a position in CP in Q4 2025 and has held it in 3 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Birchwood Financial Partners held 1,250 shares of Canadian Pacific Kansas City worth $108K as of Q2 2026.
  • Birchwood Financial Partners left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.09% of Birchwood Financial Partners's portfolio in Q2 2026, its #120 holding.
  • Birchwood Financial Partners first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.