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Bollard Group’s Canadian Pacific Kansas City CP Stock Holding History

Bollard Group’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 		$376K Buy
4,343
+7
+0.2% +$600 0.01% 143
2026
Q1 		$341K Buy
4,336
+7
+0.2% +$553 0.01% 153
2025
Q4 		$319K Sell
4,329
-1,791
-29% -$132K 0.01% 152
2025
Q3 		$456K Buy
6,120
+10
+0.2% +$764 0.01% 139
2025
Q2 		$484K Buy
6,110
+9
+0.1% +$692 0.01% 149
2025
Q1 		$428K Buy
6,101
+8
+0.1% +$609 0.01% 141
2024
Q4 		$441K Sell
6,093
-1,004
-14% -$77.4K 0.01% 136
2024
Q3 		$607K Buy
7,097
+9
+0.1% +$740 0.02% 138
2024
Q2 		$558K Sell
7,088
-8,318
-54% -$677K 0.02% 131
2024
Q1 		$1.36M Sell
15,406
-10,887
-41% -$914K 0.04% 95
2023
Q4 		$2.08M Sell
26,293
-1,982
-7% -$145K 0.07% 80
2023
Q3 		$2.1M Sell
28,275
-6,036
-18% -$479K 0.08% 76
2023
Q2 		$2.77M Hold
34,311
– – 0.09% 77
2023
Q1 		$2.64M Buy
34,311
+16
+0% +$1.24K 0.1% 77
2022
Q4 		$2.56M Buy
34,295
+17
+0% +$1.28K 0.1% 79
2022
Q3 		$2.29M Buy
34,278
+18
+0.1% +$1.36K 0.1% 83
2022
Q2 		$2.39M Sell
34,260
-4,387
-11% -$318K 0.1% 89
2022
Q1 		$3.19M Sell
38,647
-2,154
-5% -$162K 0.1% 92
2021
Q4 		$2.94M Buy
40,801
+29,610
+265% +$2.16M 0.09% 96
2021
Q3 		$728K Buy
11,191
+6,808
+155% +$485K 0.02% 152
2021
Q2 		$337K Buy
4,383
+8
+0.2% +$620 0.01% 184
2021
Q1 		$332K Hold
4,375
– – 0.01% 177
2020
Q4 		$303K Hold
4,375
– – 0.01% 175
2020
Q3 		$266K Hold
4,375
– – 0.01% 178
2020
Q2 		$223K Buy
+4,375
New +$208K 0.01% 180

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

Bollard Group's CP Position: Q2 2026 in Review

Bollard Group increased its Canadian Pacific Kansas City (CP) stake by 0.16% in Q2 2026, buying an estimated $600 and bringing the position to 4,343 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #143.

Bollard Group first reported a position in CP in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.19M in Q1 2022. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Bollard Group held 4,343 shares of Canadian Pacific Kansas City worth $376K as of Q2 2026.
  • Bollard Group bought 7 Canadian Pacific Kansas City shares in Q2 2026, an estimated $600.
  • Canadian Pacific Kansas City made up 0.01% of Bollard Group's portfolio in Q2 2026, its #143 holding.
  • Bollard Group first reported a position in Canadian Pacific Kansas City in Q2 2020 and has held it in 25 quarters since.
  • Bollard Group's Canadian Pacific Kansas City position peaked at $3.19M in Q1 2022.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.