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Independent Advisor Alliance’s Canadian Pacific Kansas City CP Stock Holding History

Independent Advisor Alliance’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 		$412K Buy
4,750
+167
+4% +$14.3K 0.01% 733
2026
Q1 		$360K Buy
4,583
+500
+12% +$39.5K ﹤0.01% 1250
2025
Q4 		$301K Buy
4,083
+1,348
+49% +$99.2K 0.01% 795
2025
Q3 		$204K Sell
2,735
-4,065
-60% -$311K 0.01% 888
2025
Q2 		$539K Buy
6,800
+305
+5% +$23.5K 0.02% 565
2025
Q1 		$456K Sell
6,495
-600
-8% -$45.6K 0.02% 549
2024
Q4 		$513K Sell
7,095
-2,261
-24% -$174K 0.01% 957
2024
Q3 		$800K Sell
9,356
-110
-1% -$9.04K 0.03% 366
2024
Q2 		$745K Sell
9,466
-5,105
-35% -$415K 0.03% 383
2024
Q1 		$1.28M Sell
14,571
-1,160
-7% -$97.4K 0.05% 283
2023
Q4 		$1.24M Sell
15,731
-1,521
-9% -$111K 0.04% 275
2023
Q3 		$1.28M Buy
17,252
+64
+0.4% +$5.08K 0.06% 257
2023
Q2 		$1.39M Sell
17,188
-518
-3% -$40.9K 0.06% 259
2023
Q1 		$1.36M Buy
+17,706
New +$1.37M 0.07% 246

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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 $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Independent Advisor Alliance's CP Position: Q2 2026 in Review

Independent Advisor Alliance increased its Canadian Pacific Kansas City (CP) stake by 3.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,750 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #733.

Independent Advisor Alliance first reported a position in CP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2023. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Independent Advisor Alliance held 4,750 shares of Canadian Pacific Kansas City worth $412K as of Q2 2026.
  • Independent Advisor Alliance bought 167 Canadian Pacific Kansas City shares in Q2 2026, an estimated $14.3K.
  • Canadian Pacific Kansas City made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #733 holding.
  • Independent Advisor Alliance first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Canadian Pacific Kansas City position peaked at $1.39M in Q2 2023.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.