Jefferies Financial Group’s Canadian Pacific Kansas City CP Stock Holding History

Jefferies Financial Group’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	$618K	Sell	7,130 -1,038	-13%	-$88.9K	﹤0.01%	1182
2026 Q1	$641K	Buy	8,168 +4,196	+106%	+$332K	﹤0.01%	1098
2025 Q4	$293K	Hold	3,972	–	–	﹤0.01%	1503
2025 Q3	$296K	Buy	3,972 +8	+0.2%	+$611	﹤0.01%	1209
2025 Q2	$314K	Hold	3,964	–	–	﹤0.01%	1018
2025 Q1	$278K	Hold	3,964	–	–	﹤0.01%	1269
2024 Q4	$287K	Sell	3,964 -276	-7%	-$21.3K	﹤0.01%	1276
2024 Q3	$363K	Sell	4,240 -22,200	-84%	-$1.83M	﹤0.01%	1071
2024 Q2	$2.08M	Buy	+26,440	New	+$2.15M	0.02%	535
2023 Q4	–	Sell	-4,670	Closed	-$347K	–	1744
2023 Q3	$347K	Buy	+4,670	New	+$370K	﹤0.01%	1193
2023 Q2	–	Sell	-23,729	Closed	-$1.83M	–	1737
2023 Q1	$1.83M	Buy	+23,729	New	+$1.83M	0.01%	684

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jefferies Financial Group's CP Position: Q2 2026 in Review

Jefferies Financial Group reduced its Canadian Pacific Kansas City (CP) stake by 13% in Q2 2026, selling an estimated $88.9K and leaving 7,130 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Jefferies Financial Group first reported a position in CP in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2024. 985 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Jefferies Financial Group held 7,130 shares of Canadian Pacific Kansas City worth $618K as of Q2 2026.
Jefferies Financial Group sold 1,038 Canadian Pacific Kansas City shares in Q2 2026, an estimated $88.9K.
Canadian Pacific Kansas City made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1182 holding.
Jefferies Financial Group first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 11 quarters since.
Jefferies Financial Group's Canadian Pacific Kansas City position peaked at $2.08M in Q2 2024.
985 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.