FGAM
CP icon

Financial Gravity Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Financial Gravity Asset Management’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
Q1 		$15.1K Buy
+192
New +$15.2K ﹤0.01% 494
2024
Q1 		– Sell
-2
Closed -$168 – 1764
2023
Q4 		$96 Buy
2
+1
+100% +$73 ﹤0.01% 1265
2023
Q3 		$39 Buy
+1
New +$79 ﹤0.01% 1063
2023
Q2 		– Sell
-77
Closed -$42 – 1654
2023
Q1 		$42 Buy
77
+2
+3% +$154 ﹤0.01% 742
2022
Q4 		$8.12K Sell
75
-1,131
-94% -$85.1K 0.04% 315
2022
Q3 		$3.47K Buy
1,206
+1,136
+1,623% +$85.8K 0.12% 188
2022
Q2 		$38 Sell
70
-13
-16% -$941 ﹤0.01% 620
2022
Q1 		$45 Buy
83
+11
+15% +$828 ﹤0.01% 651
2021
Q4 		$40 Buy
72
+71
+7,100% +$5.19K ﹤0.01% 736
2021
Q3 		$65K Hold
1
– – 0.03% 472
2021
Q2 		$77K Buy
+1
New +$78 0.03% 429
2021
Q1 		– Sell
-25
Closed -$1.8K – 573
2020
Q4 		$2K Buy
+25
New +$1.63K ﹤0.01% 307
2020
Q2 		– Sell
-185
Closed -$8.11K – 181
2020
Q1 		$8.11K Buy
185
+145
+363% +$7.14K 0.03% 254
2019
Q4 		$255K Sell
40
-55
-58% -$2.58K 0.18% 73
2019
Q3 		$4K Buy
+95
New +$4.47K ﹤0.01% 728
2019
Q2 		– Sell
-30
Closed -$1K – 1289
2019
Q1 		$1K Buy
+30
New +$1.2K ﹤0.01% 1061
2018
Q3 		$180K Sell
4,590
-1,585
-26% -$63.4K 0.19% 134
2018
Q2 		$250K Buy
6,175
+1,240
+25% +$45.6K 0.23% 84
2018
Q1 		$175K Buy
+4,935
New +$178K 0.18% 117

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Financial Gravity Asset Management's CP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 192 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CP as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in CP in Q1 2018 and has held it in 19 quarters since. The position peaked at $255K in Q4 2019. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Financial Gravity Asset Management held 192 shares of Canadian Pacific Kansas City worth $15.1K as of Q1 2026.
  • Canadian Pacific Kansas City was a new Financial Gravity Asset Management position in Q1 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #494 holding.
  • Financial Gravity Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2018 and has held it in 19 quarters since.
  • Financial Gravity Asset Management's Canadian Pacific Kansas City position peaked at $255K in Q4 2019.
  • 956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.