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Cascade Financial Partners’s Canadian Natural Resources CNQ Stock Holding History

Cascade Financial Partners’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
5,400
-890
-14% -$40.5K 0.02% 266
2026
Q1 		$307K Buy
+6,290
New +$259K 0.03% 207

Other funds holding CNQ

Capital World Investors
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cascade Financial Partners's CNQ Position: Q2 2026 in Review

Cascade Financial Partners reduced its Canadian Natural Resources (CNQ) stake by 14% in Q2 2026, selling an estimated $40.5K and leaving 5,400 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #266.

Cascade Financial Partners first reported a position in CNQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 749 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Cascade Financial Partners held 5,400 shares of Canadian Natural Resources worth $213K as of Q2 2026.
  • Cascade Financial Partners sold 890 Canadian Natural Resources shares in Q2 2026, an estimated $40.5K.
  • Canadian Natural Resources made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #266 holding.
  • Cascade Financial Partners first reported a position in Canadian Natural Resources in Q1 2026 and has held it in 2 quarters since.
  • Cascade Financial Partners's Canadian Natural Resources position peaked at $307K in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.