First Foundation Advisors’s Canadian Pacific Kansas City CP Stock Holding History

First Foundation 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 Q2	$10.8M	Sell	124,078 -3,401	-3%	-$291K	0.39%	50
2026 Q1	$10M	Buy	127,479 +51	+0%	+$4.03K	0.4%	46
2025 Q4	$9.38M	Sell	127,428 -18,525	-13%	-$1.36M	0.35%	51
2025 Q3	$10.9M	Sell	145,953 -4,951	-3%	-$378K	0.4%	46
2025 Q2	$12M	Sell	150,904 -1,925	-1%	-$148K	0.44%	45
2025 Q1	$10.7M	Sell	152,829 -22,608	-13%	-$1.72M	0.44%	47
2024 Q4	$12.7M	Sell	175,437 -18,441	-10%	-$1.42M	0.48%	48
2024 Q3	$16.6M	Sell	193,878 -30,606	-14%	-$2.52M	0.62%	38
2024 Q2	$17.7M	Sell	224,484 -10,120	-4%	-$824K	0.68%	38
2024 Q1	$20.7M	Sell	234,604 -19,653	-8%	-$1.65M	0.83%	30
2023 Q4	$20.1M	Sell	254,257 -102,936	-29%	-$7.54M	0.92%	28
2023 Q3	$26.6M	Sell	357,193 -54,907	-13%	-$4.36M	1.24%	18
2023 Q2	$33.3M	Sell	412,100 -17,420	-4%	-$1.38M	1.44%	12
2023 Q1	$33M	Sell	429,520 -6,444	-1%	-$498K	1.52%	12
2022 Q4	$32.5M	Buy	435,964 +82,626	+23%	+$6.22M	1.56%	11
2022 Q3	$23.6M	Buy	353,338 +26,785	+8%	+$2.02M	1.15%	24
2022 Q2	$22.8M	Buy	326,553 +53,305	+20%	+$3.86M	1.01%	26
2022 Q1	$22.6M	Buy	273,248 +108,951	+66%	+$8.2M	0.81%	29
2021 Q4	$11.8M	Buy	164,297 +22,881	+16%	+$1.67M	0.41%	54
2021 Q3	$9.2M	Buy	+141,416	New	+$10.1M	0.34%	60

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

First Foundation Advisors's CP Position: Q2 2026 in Review

First Foundation Advisors reduced its Canadian Pacific Kansas City (CP) stake by 2.7% in Q2 2026, selling an estimated $291K and leaving 124,078 shares worth $10.8M. The position accounts for 0.39% of the portfolio, ranked #50.

First Foundation Advisors first reported a position in CP in Q3 2021 and has held it in 20 quarters since. The position peaked at $33.3M in Q2 2023. 979 funds tracked by Wall St. Rank hold CP as of Q2 2026.

First Foundation Advisors held 124,078 shares of Canadian Pacific Kansas City worth $10.8M as of Q2 2026.
First Foundation Advisors sold 3,401 Canadian Pacific Kansas City shares in Q2 2026, an estimated $291K.
Canadian Pacific Kansas City made up 0.39% of First Foundation Advisors's portfolio in Q2 2026, its #50 holding.
First Foundation Advisors first reported a position in Canadian Pacific Kansas City in Q3 2021 and has held it in 20 quarters since.
First Foundation Advisors's Canadian Pacific Kansas City position peaked at $33.3M in Q2 2023.
979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.