CIS
CP icon

Custom Index Systems’s Canadian Pacific Kansas City CP Stock Holding History

Custom Index Systems’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 		$531K Hold
6,753
– – 0.23% 121
2025
Q4 		$497K Hold
6,753
– – 0.22% 130
2025
Q3 		$503K Hold
6,753
– – 0.15% 160
2025
Q2 		$535K Buy
6,753
+943
+16% +$72.5K 0.26% 119
2025
Q1 		$408K Buy
+5,810
New +$442K 0.21% 155

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

Custom Index Systems's CP Position: Q1 2026 in Review

Custom Index Systems held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 6,753 shares worth $531K. The position accounts for 0.23% of the portfolio, ranked #121.

Custom Index Systems first reported a position in CP in Q1 2025 and has held it in 5 quarters since. The position peaked at $535K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Custom Index Systems held 6,753 shares of Canadian Pacific Kansas City worth $531K as of Q1 2026.
  • Custom Index Systems left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
  • Canadian Pacific Kansas City made up 0.23% of Custom Index Systems's portfolio in Q1 2026, its #121 holding.
  • Custom Index Systems first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 5 quarters since.
  • Custom Index Systems's Canadian Pacific Kansas City position peaked at $535K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.