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BFC Planning, Inc.’s Canadian Pacific Kansas City CP Stock Holding History

BFC Planning, Inc.’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 		$1.15M Sell
13,296
-187
-1% -$16K 0.05% 363
2026
Q1 		$1.06M Buy
13,483
+12,900
+2,213% +$1.02M 0.05% 350
2025
Q4 		$43K Buy
583
+13
+2% +$957 ﹤0.01% 1433
2025
Q3 		$42.5K Hold
570
– – ﹤0.01% 1256
2025
Q2 		$45.2K Sell
570
-157
-22% -$12.1K ﹤0.01% 1165
2025
Q1 		$51.1K Buy
727
+62
+9% +$4.72K ﹤0.01% 1097
2024
Q4 		$48.2K Buy
+665
New +$51.2K ﹤0.01% 1120

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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 $2.32T AUM 44.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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 $313B AUM 26.62% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

BFC Planning, Inc.'s CP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Canadian Pacific Kansas City (CP) stake by 1.4% in Q2 2026, selling an estimated $16K and leaving 13,296 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #363.

BFC Planning, Inc. first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • BFC Planning, Inc. held 13,296 shares of Canadian Pacific Kansas City worth $1.15M as of Q2 2026.
  • BFC Planning, Inc. sold 187 Canadian Pacific Kansas City shares in Q2 2026, an estimated $16K.
  • Canadian Pacific Kansas City made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #363 holding.
  • BFC Planning, Inc. first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
  • 990 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.