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Dakota Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Dakota Wealth Management’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 		$540K Hold
6,233
– – 0.01% 564
2026
Q1 		$490K Buy
6,233
+630
+11% +$49.8K 0.01% 549
2025
Q4 		$413K Sell
5,603
-633
-10% -$46.6K 0.01% 593
2025
Q3 		$465K Sell
6,236
-7,373
-54% -$563K 0.01% 492
2025
Q2 		$1.08M Buy
13,609
+310
+2% +$23.8K 0.02% 369
2025
Q1 		$934K Buy
13,299
+33
+0.2% +$2.51K 0.02% 381
2024
Q4 		$960K Sell
13,266
-2,709
-17% -$209K 0.02% 372
2024
Q3 		$1.37M Sell
15,975
-957
-6% -$78.7K 0.03% 320
2024
Q2 		$1.33M Sell
16,932
-2,560
-13% -$208K 0.03% 318
2024
Q1 		$1.72M Buy
19,492
+2,016
+12% +$169K 0.04% 284
2023
Q4 		$1.38M Sell
17,476
-1,192
-6% -$87.3K 0.05% 265
2023
Q3 		$1.39M Buy
18,668
+1,623
+10% +$129K 0.06% 244
2023
Q2 		$1.38M Buy
17,045
+154
+0.9% +$12.2K 0.06% 216
2023
Q1 		$1.3M Sell
16,891
-1,229
-7% -$94.9K 0.09% 199
2022
Q4 		$1.35M Sell
18,120
-132
-0.7% -$9.93K 0.1% 187
2022
Q3 		$1.22M Buy
18,252
+157
+0.9% +$11.9K 0.1% 196
2022
Q2 		$1.26M Buy
18,095
+9,890
+121% +$716K 0.12% 165
2022
Q1 		$677K Buy
+8,205
New +$617K 0.05% 246

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Dakota Wealth Management's CP Position: Q2 2026 in Review

Dakota Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 6,233 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #564.

Dakota Wealth Management first reported a position in CP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Dakota Wealth Management held 6,233 shares of Canadian Pacific Kansas City worth $540K as of Q2 2026.
  • Dakota Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Dakota Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's Canadian Pacific Kansas City position peaked at $1.72M in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.