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Chapman Financial Group’s Canadian Pacific Kansas City CP Stock Holding History

Chapman Financial 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
Q1 		$55.3K Hold
703
– – 0.04% 178
2025
Q4 		$51.8K Hold
703
– – 0.04% 179
2025
Q3 		$52.4K Hold
703
– – 0.04% 179
2025
Q2 		$55.7K Buy
+703
New +$54.1K 0.05% 139
2024
Q4 		$50.9K Buy
+703
New +$54.2K 0.04% 148

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Chapman Financial Group's CP Position: Q1 2026 in Review

Chapman Financial Group held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 703 shares worth $55.3K. The position accounts for 0.04% of the portfolio, ranked #178.

Chapman Financial Group first reported a position in CP in Q4 2024 and has held it in 5 quarters since. The position peaked at $55.7K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Chapman Financial Group held 703 shares of Canadian Pacific Kansas City worth $55.3K as of Q1 2026.
  • Chapman Financial Group left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
  • Canadian Pacific Kansas City made up 0.04% of Chapman Financial Group's portfolio in Q1 2026, its #178 holding.
  • Chapman Financial Group first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Canadian Pacific Kansas City position peaked at $55.7K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.