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Dynamic Advisor Solutions’s Canadian Pacific Kansas City CP Stock Holding History

Dynamic Advisor Solutions’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 		$206K Buy
+2,375
New +$203K 0.01% 997
2024
Q4 		– Sell
-4,334
Closed -$371K – 684
2024
Q3 		$371K Buy
4,334
+190
+5% +$15.6K 0.01% 688
2024
Q2 		$326K Buy
4,144
+842
+25% +$68.5K 0.01% 734
2024
Q1 		$291K Buy
3,302
+101
+3% +$8.48K 0.01% 770
2023
Q4 		$252K Buy
3,201
+9
+0.3% +$659 0.01% 770
2023
Q3 		$237K Buy
+3,192
New +$253K 0.01% 730

Other funds holding CP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Dynamic Advisor Solutions's CP Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 2,375 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in CP as recently as Q3 2024.

Dynamic Advisor Solutions first reported a position in CP in Q3 2023 and has held it in 6 quarters since. The position peaked at $371K in Q3 2024. 136 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Dynamic Advisor Solutions held 2,375 shares of Canadian Pacific Kansas City worth $206K as of Q2 2026.
  • Canadian Pacific Kansas City was a new Dynamic Advisor Solutions position in Q2 2026.
  • Canadian Pacific Kansas City made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #997 holding.
  • Dynamic Advisor Solutions first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 6 quarters since.
  • Dynamic Advisor Solutions's Canadian Pacific Kansas City position peaked at $371K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.