J. Safra Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

J. Safra Asset Management’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	$322K	Buy	4,097 +7	+0.2%	+$553	0.02%	195
2025 Q4	$301K	Sell	4,090 -1,092	-21%	-$80.4K	0.02%	192
2025 Q3	$386K	Buy	5,182 +9	+0.2%	+$688	0.02%	130
2025 Q2	$410K	Buy	5,173 +7	+0.1%	+$538	0.03%	111
2025 Q1	$363K	Buy	+5,166	New	+$393K	0.03%	92
2022 Q2	–	Sell	-40	Closed	–	–	50
2022 Q1	$0	Buy	+40	New	+$3.01K	﹤0.01%	61

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

J. Safra Asset Management's CP Position: Q1 2026 in Review

J. Safra Asset Management increased its Canadian Pacific Kansas City (CP) stake by 0.17% in Q1 2026, buying an estimated $553 and bringing the position to 4,097 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #195.

J. Safra Asset Management first reported a position in CP in Q1 2022 and has held it in 6 quarters since. The position peaked at $410K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

J. Safra Asset Management held 4,097 shares of Canadian Pacific Kansas City worth $322K as of Q1 2026.
J. Safra Asset Management bought 7 Canadian Pacific Kansas City shares in Q1 2026, an estimated $553.
Canadian Pacific Kansas City made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #195 holding.
J. Safra Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 6 quarters since.
J. Safra Asset Management's Canadian Pacific Kansas City position peaked at $410K in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.