Larson Financial Group
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Larson Financial Group’s Canadian Pacific Kansas City CP Stock Holding History

Larson 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
2026
Q3 		$262K Buy
3,078
+885
+40% +$80.3K 0.01% 844
2026
Q2 		$190K Buy
2,193
+106
+5% +$9.08K 0.01% 869
2026
Q1 		$164K Buy
2,087
+782
+60% +$61.8K 0.01% 782
2025
Q4 		$96.1K Sell
1,305
-138
-10% -$10.2K ﹤0.01% 947
2025
Q3 		$107K Sell
1,443
-2,372
-62% -$181K ﹤0.01% 873
2025
Q2 		$302K Sell
3,815
-105
-3% -$8.08K 0.01% 569
2025
Q1 		$275K Buy
3,920
+1,204
+44% +$91.6K 0.01% 556
2024
Q4 		$197K Buy
2,716
+198
+8% +$15.3K 0.01% 567
2024
Q3 		$215K Buy
2,518
+430
+21% +$35.4K 0.01% 559
2024
Q2 		$164K Buy
2,088
+12
+0.6% +$977 0.01% 528
2024
Q1 		$183K Buy
2,076
+2,008
+2,953% +$169K 0.01% 430
2023
Q4 		$5.38K Sell
68
-38
-36% -$2.78K ﹤0.01% 1165
2023
Q3 		$7.89K Buy
106
+38
+56% +$3.01K ﹤0.01% 1064
2023
Q2 		$5.49K Hold
68
– – ﹤0.01% 1082
2023
Q1 		$5.23K Hold
68
– – ﹤0.01% 1077
2022
Q4 		$5.07K Hold
68
– – ﹤0.01% 1027
2022
Q3 		$5K Hold
68
– – ﹤0.01% 948
2022
Q2 		$5K Buy
+68
New +$4.92K ﹤0.01% 866
2022
Q1 		– Sell
-59
Closed -$4K – 1060
2021
Q4 		$4K Buy
59
+19
+48% +$1.39K ﹤0.01% 843
2021
Q3 		$3K Buy
+40
New +$2.85K ﹤0.01% 738

Other funds holding CP

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
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Larson Financial Group's CP Position: Q3 2026 in Review

Larson Financial Group increased its Canadian Pacific Kansas City (CP) stake by 40% in Q3 2026, buying an estimated $80.3K and bringing the position to 3,078 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #844.

Larson Financial Group first reported a position in CP in Q3 2021 and has held it in 20 quarters since. The position peaked at $302K in Q2 2025. 504 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Larson Financial Group held 3,078 shares of Canadian Pacific Kansas City worth $262K as of Q3 2026.
  • Larson Financial Group bought 885 Canadian Pacific Kansas City shares in Q3 2026, an estimated $80.3K.
  • Canadian Pacific Kansas City made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #844 holding.
  • Larson Financial Group first reported a position in Canadian Pacific Kansas City in Q3 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Canadian Pacific Kansas City position peaked at $302K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.