Diversify Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Diversify Advisory Services’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	$304K	Buy	+3,321	New	+$285K	0.01%	1049
2024 Q4	–	Sell	-3,154	Closed	-$251K	–	633
2024 Q3	$251K	Sell	3,154 -243	-7%	-$20K	0.01%	544
2024 Q2	$267K	Buy	3,397 +320	+10%	+$26K	0.01%	539
2024 Q1	$270K	Buy	+3,077	New	+$258K	0.02%	553

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

Diversify Advisory Services's CP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 3,321 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CP as recently as Q3 2024.

Diversify Advisory Services first reported a position in CP in Q1 2024 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Diversify Advisory Services held 3,321 shares of Canadian Pacific Kansas City worth $304K as of Q2 2026.
Canadian Pacific Kansas City was a new Diversify Advisory Services position in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1049 holding.
Diversify Advisory Services first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 4 quarters since.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.