Jones Financial Companies
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Jones Financial Companies’s Canadian Pacific Kansas City CP Stock Holding History

Jones Financial Companies’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 		$51M Buy
581,753
+160,799
+38% +$13.8M 0.02% 403
2026
Q1 		$32.9M Buy
420,954
+371,295
+748% +$29.3M 0.02% 455
2025
Q4 		$3.66M Sell
49,659
-1,598
-3% -$118K ﹤0.01% 742
2025
Q3 		$3.77M Buy
51,257
+11,835
+30% +$904K ﹤0.01% 655
2025
Q2 		$3.09M Buy
39,422
+8,252
+26% +$635K ﹤0.01% 641
2025
Q1 		$2.17M Buy
31,170
+7,284
+30% +$554K ﹤0.01% 635
2024
Q4 		$1.73M Buy
23,886
+6,173
+35% +$476K ﹤0.01% 599
2024
Q3 		$1.51M Buy
17,713
+8,224
+87% +$676K ﹤0.01% 500
2024
Q2 		$747K Buy
9,489
+6,292
+197% +$512K ﹤0.01% 472
2024
Q1 		$282K Buy
3,197
+1,158
+57% +$97.2K ﹤0.01% 408
2023
Q4 		$161K Sell
2,039
-46
-2% -$3.37K ﹤0.01% 354
2023
Q3 		$155K Buy
+2,085
New +$165K ﹤0.01% 283
2023
Q2 		– Sell
-2,137
Closed -$164K – 542
2023
Q1 		$164K Sell
2,137
-3
-0.1% -$232 ﹤0.01% 280
2022
Q4 		$160K Sell
2,140
-100
-4% -$7.52K ﹤0.01% 272
2022
Q3 		$149K Buy
2,240
+893
+66% +$67.4K ﹤0.01% 265
2022
Q2 		$94K Buy
1,347
+643
+91% +$46.6K ﹤0.01% 292
2022
Q1 		$58K Sell
704
-41
-6% -$3.08K ﹤0.01% 335
2021
Q4 		$54K Sell
745
-110
-13% -$8.04K ﹤0.01% 357
2021
Q3 		$56K Sell
855
-5
-0.6% -$356 ﹤0.01% 310
2021
Q2 		$66K Sell
860
-1,560
-64% -$121K ﹤0.01% 294
2021
Q1 		$184K Buy
2,420
+1,060
+78% +$76.3K ﹤0.01% 230
2020
Q4 		$94K Buy
+1,360
New +$88.5K ﹤0.01% 253
2014
Q1 		– Sell
-14,705
Closed -$445K – 217
2013
Q4 		$445K Sell
14,705
-4,400
-23% -$127K ﹤0.01% 190
2013
Q3 		$471K Sell
19,105
-565
-3% -$14K ﹤0.01% 182
2013
Q2 		$477K Buy
+19,670
New +$495K 0.01% 176

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

Jones Financial Companies's CP Position: Q2 2026 in Review

Jones Financial Companies increased its Canadian Pacific Kansas City (CP) stake by 38% in Q2 2026, buying an estimated $13.8M and bringing the position to 581,753 shares worth $51M. The position accounts for 0.02% of the portfolio, ranked #403.

Jones Financial Companies first reported a position in CP in Q2 2013 and has held it in 25 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Jones Financial Companies held 581,753 shares of Canadian Pacific Kansas City worth $51M as of Q2 2026.
  • Jones Financial Companies bought 160,799 Canadian Pacific Kansas City shares in Q2 2026, an estimated $13.8M.
  • Canadian Pacific Kansas City made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #403 holding.
  • Jones Financial Companies first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 25 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.