First Affirmative Financial Network’s Canadian Pacific Kansas City CP Stock Holding History

First Affirmative Financial Network’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	$690K	Buy	+8,774	New	+$693K	0.27%	83
2025 Q3	$573K	Buy	7,694 +121	+2%	+$9.24K	0.27%	92
2025 Q2	$600K	Sell	7,573 -163	-2%	-$12.5K	0.31%	85
2025 Q1	$543K	Sell	7,736 -16	-0.2%	-$1.22K	0.33%	82
2024 Q4	$561K	Buy	7,752 +665	+9%	+$51.2K	0.32%	77
2024 Q3	$606K	Buy	7,087 +985	+16%	+$81K	0.33%	78
2024 Q2	$480K	Buy	6,102 +741	+14%	+$60.3K	0.33%	83
2024 Q1	$473K	Buy	5,361 +210	+4%	+$17.6K	0.35%	82
2023 Q4	$407K	Buy	5,151 +567	+12%	+$41.5K	0.33%	93
2023 Q3	$341K	Buy	4,584 +739	+19%	+$58.6K	0.33%	100
2023 Q2	$311K	Buy	3,845 +915	+31%	+$72.2K	0.31%	107
2023 Q1	$225K	Buy	+2,930	New	+$226K	0.26%	126

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

First Affirmative Financial Network's CP Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 8,774 shares worth $690K. The stake represents 0.27% of the portfolio and ranks #83 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CP as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CP in Q1 2023 and has held it in 12 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

First Affirmative Financial Network held 8,774 shares of Canadian Pacific Kansas City worth $690K as of Q1 2026.
Canadian Pacific Kansas City was a new First Affirmative Financial Network position in Q1 2026.
Canadian Pacific Kansas City made up 0.27% of First Affirmative Financial Network's portfolio in Q1 2026, its #83 holding.
First Affirmative Financial Network first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 12 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.