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

Financial Gravity Companies’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 		$16.6K Buy
+192
New +$16.5K ﹤0.01% 496
2018
Q4 		$184K Buy
+4,510
New +$180K 0.17% 139
2018
Q1 		$175K Sell
4,935
-260
-5% -$9.38K 0.18% 117
2017
Q4 		$192K Buy
+5,195
New +$181K 0.22% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Financial Gravity Companies's CP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 192 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CP as recently as Q4 2018.

Financial Gravity Companies first reported a position in CP in Q4 2017 and has held it in 4 quarters since. The position peaked at $192K in Q4 2017. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Financial Gravity Companies held 192 shares of Canadian Pacific Kansas City worth $16.6K as of Q2 2026.
  • Canadian Pacific Kansas City was a new Financial Gravity Companies position in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #496 holding.
  • Financial Gravity Companies first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Canadian Pacific Kansas City position peaked at $192K in Q4 2017.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.