Convergence Financial’s Canadian Pacific Kansas City CP Stock Holding History

Convergence Financial’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	$417K	Buy	+4,818	New	+$413K	0.03%	186

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Convergence Financial's CP Position: Q2 2026 in Review

Convergence Financial opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 4,818 shares worth $417K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Convergence Financial held 4,818 shares of Canadian Pacific Kansas City worth $417K as of Q2 2026.
Canadian Pacific Kansas City was a new Convergence Financial position in Q2 2026.
Canadian Pacific Kansas City made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #186 holding.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.