EP Wealth Advisors
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EP Wealth Advisors’s Canadian National Railway CNI Stock Holding History

EP Wealth Advisors’s Portfolio CNI Stock Details CNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Sell
1,708
-1,121
-40% -$140K ﹤0.01% 1508
2026
Q2 		$337K Buy
2,829
+852
+43% +$97K ﹤0.01% 1216
2026
Q1 		$203K Sell
1,977
-99
-5% -$10.2K ﹤0.01% 1404
2025
Q4 		$205K Buy
+2,076
New +$200K ﹤0.01% 1378
2022
Q3 		– Sell
-3,345
Closed -$376K – 389
2022
Q2 		$376K Buy
+3,345
New +$391K 0.01% 434

Other funds holding CNI

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

EP Wealth Advisors's CNI Position: Q3 2026 in Review

EP Wealth Advisors reduced its Canadian National Railway (CNI) stake by 40% in Q3 2026, selling an estimated $140K and leaving 1,708 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

EP Wealth Advisors first reported a position in CNI in Q2 2022 and has held it in 5 quarters since. The position peaked at $376K in Q2 2022. 718 funds tracked by Wall St. Rank hold CNI as of Q3 2026.

  • EP Wealth Advisors held 1,708 shares of Canadian National Railway worth $203K as of Q3 2026.
  • EP Wealth Advisors sold 1,121 Canadian National Railway shares in Q3 2026, an estimated $140K.
  • Canadian National Railway made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1508 holding.
  • EP Wealth Advisors first reported a position in Canadian National Railway in Q2 2022 and has held it in 5 quarters since.
  • EP Wealth Advisors's Canadian National Railway position peaked at $376K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held Canadian National Railway as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.