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

Legacy 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
Q1 		$543K Buy
6,908
+1,082
+19% +$85.5K 0.08% 227
2025
Q4 		$429K Buy
5,826
+2,303
+65% +$170K 0.06% 246
2025
Q3 		$262K Buy
3,523
+670
+23% +$51.2K 0.04% 356
2025
Q2 		$226K Sell
2,853
-117
-4% -$9K 0.04% 318
2025
Q1 		$209K Buy
2,970
+109
+4% +$8.29K 0.03% 345
2024
Q4 		$207K Sell
2,861
-1,450
-34% -$112K 0.03% 329
2024
Q3 		$369K Buy
4,311
+569
+15% +$46.8K 0.06% 243
2024
Q2 		$295K Sell
3,742
-80
-2% -$6.51K 0.05% 257
2024
Q1 		$337K Sell
3,822
-215
-5% -$18K 0.06% 230
2023
Q4 		$319K Buy
4,037
+503
+14% +$36.8K 0.06% 224
2023
Q3 		$263K Sell
3,534
-455
-11% -$36.1K 0.05% 214
2023
Q2 		$322K Buy
3,989
+265
+7% +$20.9K 0.06% 192
2023
Q1 		$287K Buy
3,724
+290
+8% +$22.4K 0.06% 190
2022
Q4 		$256K Buy
+3,434
New +$258K 0.06% 200
2022
Q2 		– Sell
-2,527
Closed -$209K – 229
2022
Q1 		$209K Buy
+2,527
New +$190K 0.05% 228
2019
Q2 		– Sell
-335
Closed -$14K – 288
2019
Q1 		$14K Buy
335
+30
+10% +$1.2K ﹤0.01% 535
2018
Q4 		$11K Buy
305
+240
+369% +$9.6K ﹤0.01% 532
2018
Q3 		$2K Sell
65
-105
-62% -$4.2K ﹤0.01% 800
2018
Q2 		$6K Buy
170
+65
+62% +$2.39K ﹤0.01% 646
2018
Q1 		$3K Hold
105
– – ﹤0.01% 707
2017
Q4 		$3K Buy
+105
New +$3.66K ﹤0.01% 692

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Legacy Financial Advisors's CP Position: Q1 2026 in Review

Legacy Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 19% in Q1 2026, buying an estimated $85.5K and bringing the position to 6,908 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #227.

Legacy Financial Advisors first reported a position in CP in Q4 2017 and has held it in 21 quarters since. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Legacy Financial Advisors held 6,908 shares of Canadian Pacific Kansas City worth $543K as of Q1 2026.
  • Legacy Financial Advisors bought 1,082 Canadian Pacific Kansas City shares in Q1 2026, an estimated $85.5K.
  • Canadian Pacific Kansas City made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #227 holding.
  • Legacy Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 21 quarters since.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.