JFS Wealth Advisors
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JFS Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

JFS Wealth Advisors’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
Q3 		$5.02K Hold
59
– – ﹤0.01% 1227
2026
Q2 		$5.11K Buy
59
+36
+157% +$3.08K ﹤0.01% 1262
2026
Q1 		$1.81K Sell
23
-133
-85% -$10.5K ﹤0.01% 1534
2025
Q4 		$11.5K Sell
156
-7
-4% -$515 ﹤0.01% 931
2025
Q3 		$12.1K Hold
163
– – ﹤0.01% 841
2025
Q2 		$12.9K Buy
163
+22
+16% +$1.69K ﹤0.01% 785
2025
Q1 		$9.9K Sell
141
-8
-5% -$609 ﹤0.01% 886
2024
Q4 		$10.8K Buy
149
+6
+4% +$462 ﹤0.01% 828
2024
Q3 		$12.2K Hold
143
– – ﹤0.01% 787
2024
Q2 		$11.3K Sell
143
-12
-8% -$977 ﹤0.01% 761
2024
Q1 		$13.7K Buy
155
+2
+1% +$168 ﹤0.01% 717
2023
Q4 		$12.1K Buy
153
+20
+15% +$1.46K ﹤0.01% 716
2023
Q3 		$9.9K Buy
133
+1
+0.8% +$79 ﹤0.01% 735
2023
Q2 		$10.7K Buy
+132
New +$10.4K ﹤0.01% 711
2023
Q1 		– Sell
-138
Closed -$10.3K – 1963
2022
Q4 		$10.3K Sell
138
-45
-25% -$3.38K ﹤0.01% 700
2022
Q3 		$12K Sell
183
-29
-14% -$2.19K ﹤0.01% 671
2022
Q2 		$15K Buy
212
+67
+46% +$4.85K ﹤0.01% 645
2022
Q1 		$12K Buy
145
+109
+303% +$8.2K ﹤0.01% 733
2021
Q4 		$3K Buy
+36
New +$2.63K ﹤0.01% 925
2019
Q2 		– Sell
-135
Closed -$6K – 465
2019
Q1 		$6K Buy
+135
New +$5.41K ﹤0.01% 381
2018
Q2 		– Sell
-60
Closed -$2K – 481
2018
Q1 		$2K Hold
60
– – ﹤0.01% 475
2017
Q4 		$2K Buy
+60
New +$2.09K ﹤0.01% 482
2016
Q1 		– Sell
-170
Closed -$4K – 635
2015
Q4 		$4K Buy
+170
New +$4.77K ﹤0.01% 461

Other funds holding CP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

JFS Wealth Advisors's CP Position: Q3 2026 in Review

JFS Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 59 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

JFS Wealth Advisors first reported a position in CP in Q4 2015 and has held it in 23 quarters since. The position peaked at $15K in Q2 2022. 518 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • JFS Wealth Advisors held 59 shares of Canadian Pacific Kansas City worth $5.02K as of Q3 2026.
  • JFS Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1227 holding.
  • JFS Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2015 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Canadian Pacific Kansas City position peaked at $15K in Q2 2022.
  • 518 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.