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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
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

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

JFS Wealth Advisors's CP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 157% in Q2 2026, buying an estimated $3.08K and bringing the position to 59 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

JFS Wealth Advisors first reported a position in CP in Q4 2015 and has held it in 22 quarters since. The position peaked at $15K in Q2 2022. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • JFS Wealth Advisors held 59 shares of Canadian Pacific Kansas City worth $5.11K as of Q2 2026.
  • JFS Wealth Advisors bought 36 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.08K.
  • Canadian Pacific Kansas City made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1262 holding.
  • JFS Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2015 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Canadian Pacific Kansas City position peaked at $15K in Q2 2022.
  • 977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.