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

Cooper 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
Q3 		– Sell
-2,440
Closed -$211K – 456
2026
Q2 		$211K Buy
+2,440
New +$209K 0.02% 432

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Canoe Financial
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Sustainable Growth Advisers
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Cardinal Capital Management Inc (Canada)
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UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Quilter Plc
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Cooper Financial Group's CP Position: Q3 2026 in Review

Cooper Financial Group sold out of Canadian Pacific Kansas City (CP) in Q3 2026, closing a stake of 2,440 shares — an estimated $211K sold.

Cooper Financial Group first reported a position in CP in Q2 2026 and held it in 1 quarter. The position peaked at $211K in Q2 2026. 228 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Cooper Financial Group reported no remaining Canadian Pacific Kansas City position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 2,440 Canadian Pacific Kansas City shares in Q3 2026, an estimated $211K.
  • Cooper Financial Group first reported a position in Canadian Pacific Kansas City in Q2 2026 and held it in 1 quarter.
  • Cooper Financial Group's Canadian Pacific Kansas City position peaked at $211K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.