JNBA Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

JNBA Financial 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	$3.55K	Buy	41 +10	+32%	+$857	﹤0.01%	671
2026 Q1	$2.44K	Buy	31 +16	+107%	+$1.26K	﹤0.01%	710
2025 Q4	$1.1K	Hold	15	–	–	﹤0.01%	737
2025 Q3	$1.12K	Hold	15	–	–	﹤0.01%	621
2025 Q2	$1.19K	Hold	15	–	–	﹤0.01%	620
2025 Q1	$1.05K	Hold	15	–	–	﹤0.01%	617
2024 Q4	$1.09K	Hold	15	–	–	﹤0.01%	616
2024 Q3	$1.28K	Hold	15	–	–	﹤0.01%	617
2024 Q2	$1.18K	Hold	15	–	–	﹤0.01%	601
2024 Q1	$1.32K	Hold	15	–	–	﹤0.01%	619
2023 Q4	$1.19K	Hold	15	–	–	﹤0.01%	640
2023 Q3	$1.12K	Hold	15	–	–	﹤0.01%	659
2023 Q2	$1.21K	Buy	+15	New	+$1.18K	﹤0.01%	644
2022 Q3	–	Sell	-209	Closed	-$15K	–	696
2022 Q2	$15K	Hold	209	–	–	﹤0.01%	437
2022 Q1	$17K	Hold	209	–	–	﹤0.01%	429
2021 Q4	$15K	Buy	+209	New	+$15.3K	﹤0.01%	468
2018 Q3	–	Sell	-275	Closed	-$10K	–	531
2018 Q2	$10K	Buy	+275	New	+$10.1K	﹤0.01%	397
2016 Q4	–	Sell	-2,315	Closed	-$71K	–	665
2016 Q3	$71K	Buy	+2,315	New	+$68K	0.01%	438

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JNBA Financial Advisors's CP Position: Q2 2026 in Review

JNBA Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 32% in Q2 2026, buying an estimated $857 and bringing the position to 41 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

JNBA Financial Advisors first reported a position in CP in Q3 2016 and has held it in 18 quarters since. The position peaked at $71K in Q3 2016. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

JNBA Financial Advisors held 41 shares of Canadian Pacific Kansas City worth $3.55K as of Q2 2026.
JNBA Financial Advisors bought 10 Canadian Pacific Kansas City shares in Q2 2026, an estimated $857.
Canadian Pacific Kansas City made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #671 holding.
JNBA Financial Advisors first reported a position in Canadian Pacific Kansas City in Q3 2016 and has held it in 18 quarters since.
JNBA Financial Advisors's Canadian Pacific Kansas City position peaked at $71K in Q3 2016.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.