Global Financial Private Client’s Canadian Pacific Kansas City CP Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-236	Closed	-$16.6K	–	510
2025 Q1	$16.6K	Sell	236 -61	-21%	-$4.64K	0.01%	479
2024 Q4	$21.5K	Sell	297 -48	-14%	-$3.7K	0.01%	423
2024 Q3	$29.5K	Buy	345 +337	+4,213%	+$27.7K	0.01%	377
2024 Q2	$630	Hold	8	–	–	﹤0.01%	641
2024 Q1	$703	Hold	8	–	–	﹤0.01%	657
2023 Q4	$632	Hold	8	–	–	﹤0.01%	650
2023 Q3	$583	Hold	8	–	–	﹤0.01%	641
2023 Q2	$653	Hold	8	–	–	﹤0.01%	636
2023 Q1	$618	Hold	8	–	–	﹤0.01%	641
2022 Q4	$597	Hold	8	–	–	﹤0.01%	633
2022 Q3	$561	Hold	8	–	–	﹤0.01%	611
2022 Q2	$572	Hold	8	–	–	﹤0.01%	605
2022 Q1	$626	Hold	8	–	–	﹤0.01%	613
2021 Q4	$576	Buy	+8	New	+$584	﹤0.01%	613

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Global Financial Private Client's CP Position: Q2 2025 in Review

Global Financial Private Client sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 236 shares — an estimated $16.6K sold.

Global Financial Private Client first reported a position in CP in Q4 2021 and held it in 14 quarters. The position peaked at $29.5K in Q3 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

Global Financial Private Client reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 236 Canadian Pacific Kansas City shares in Q2 2025, an estimated $16.6K.
Global Financial Private Client first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Canadian Pacific Kansas City position peaked at $29.5K in Q3 2024.
991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.