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 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 $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

Jefferies Financial Group's CP Position: Q1 2026 in Review

Jefferies Financial Group increased its Canadian Pacific Kansas City (CP) stake by 106% in Q1 2026, buying an estimated $332K and bringing the position to 8,168 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Jefferies Financial Group first reported a position in CP in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q2 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Jefferies Financial Group held 8,168 shares of Canadian Pacific Kansas City worth $641K as of Q1 2026.
Jefferies Financial Group bought 4,196 Canadian Pacific Kansas City shares in Q1 2026, an estimated $332K.
Canadian Pacific Kansas City made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1098 holding.
Jefferies Financial Group first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Canadian Pacific Kansas City position peaked at $2.08M in Q2 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.