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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

First Foundation Advisors's CP Position: Q1 2026 in Review

First Foundation Advisors increased its Canadian Pacific Kansas City (CP) stake by 0.04% in Q1 2026, buying an estimated $4.03K and bringing the position to 127,479 shares worth $10M. The position accounts for 0.4% of the portfolio, ranked #46.

First Foundation Advisors first reported a position in CP in Q3 2021 and has held it in 19 quarters since. The position peaked at $33.3M in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • First Foundation Advisors held 127,479 shares of Canadian Pacific Kansas City worth $10M as of Q1 2026.
  • First Foundation Advisors bought 51 Canadian Pacific Kansas City shares in Q1 2026, an estimated $4.03K.
  • Canadian Pacific Kansas City made up 0.4% of First Foundation Advisors's portfolio in Q1 2026, its #46 holding.
  • First Foundation Advisors first reported a position in Canadian Pacific Kansas City in Q3 2021 and has held it in 19 quarters since.
  • First Foundation Advisors's Canadian Pacific Kansas City position peaked at $33.3M in Q2 2023.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.