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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
2023
Q2 		– Sell
-60,000
Closed -$4.62M – 1738
2023
Q1 		$4.62M Buy
+60,000
New +$4.63M 0.04% 389

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

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.