JFG
CP icon

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 $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
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.