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BOK Financial Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History

BOK Financial Private Wealth’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 		$5.38K Buy
+62
New +$5.31K ﹤0.01% 480
2026
Q1 		– Sell
-250
Closed -$18.4K – 463
2025
Q4 		$18.4K Buy
+250
New +$18.4K ﹤0.01% 358

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

BOK Financial Private Wealth's CP Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 62 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CP as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in CP in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.4K in Q4 2025. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • BOK Financial Private Wealth held 62 shares of Canadian Pacific Kansas City worth $5.38K as of Q2 2026.
  • Canadian Pacific Kansas City was a new BOK Financial Private Wealth position in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #480 holding.
  • BOK Financial Private Wealth first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Canadian Pacific Kansas City position peaked at $18.4K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.