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Farther Finance Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Farther Finance Advisors’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 		$964K Buy
11,322
+8,986
+385% +$815K 0.01% 1163
2026
Q2 		$202K Sell
2,336
-46
-2% -$3.94K ﹤0.01% 2227
2026
Q1 		$186K Buy
2,382
+371
+18% +$29.3K ﹤0.01% 2068
2025
Q4 		$148K Sell
2,011
-368
-15% -$27.1K ﹤0.01% 2102
2025
Q3 		$177K Buy
2,379
+338
+17% +$25.8K ﹤0.01% 1673
2025
Q2 		$162K Buy
2,041
+401
+24% +$30.8K ﹤0.01% 1498
2025
Q1 		$116K Sell
1,640
-370
-18% -$28.1K ﹤0.01% 1461
2024
Q4 		$145K Sell
2,010
-163
-8% -$12.6K 0.01% 1145
2024
Q3 		$186K Buy
2,173
+17
+0.8% +$1.4K 0.01% 1018
2024
Q2 		$168K Buy
2,156
+351
+19% +$28.6K 0.01% 916
2024
Q1 		$159K Buy
1,805
+85
+5% +$7.13K 0.01% 769
2023
Q4 		$136K Buy
1,720
+90
+6% +$6.59K 0.01% 687
2023
Q3 		$122K Buy
1,630
+61
+4% +$4.84K 0.02% 500
2023
Q2 		$127K Buy
1,569
+31
+2% +$2.45K 0.03% 392
2023
Q1 		$118K Hold
1,538
– – 0.03% 362
2022
Q4 		$115K Buy
+1,538
New +$116K 0.04% 297

Other funds holding CP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Farther Finance Advisors's CP Position: Q3 2026 in Review

Farther Finance Advisors increased its Canadian Pacific Kansas City (CP) stake by 385% in Q3 2026, buying an estimated $815K and bringing the position to 11,322 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #1163.

Farther Finance Advisors first reported a position in CP in Q4 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Farther Finance Advisors held 11,322 shares of Canadian Pacific Kansas City worth $964K as of Q3 2026.
  • Farther Finance Advisors bought 8,986 Canadian Pacific Kansas City shares in Q3 2026, an estimated $815K.
  • Canadian Pacific Kansas City made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1163 holding.
  • Farther Finance Advisors first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.