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 Q3	$250K	Buy	2,937 +562	+24%	+$51K	0.01%	901
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Dynamic Advisor Solutions's CP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Canadian Pacific Kansas City (CP) stake by 24% in Q3 2026, buying an estimated $51K and bringing the position to 2,937 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #901.

Dynamic Advisor Solutions first reported a position in CP in Q3 2023 and has held it in 7 quarters since. The position peaked at $371K in Q3 2024. 151 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Dynamic Advisor Solutions held 2,937 shares of Canadian Pacific Kansas City worth $250K as of Q3 2026.
Dynamic Advisor Solutions bought 562 Canadian Pacific Kansas City shares in Q3 2026, an estimated $51K.
Canadian Pacific Kansas City made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #901 holding.
Dynamic Advisor Solutions first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Canadian Pacific Kansas City position peaked at $371K in Q3 2024.
151 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.