Level Four Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Level Four Advisory Services’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	$1.34M	Buy	17,046 +9,201	+117%	+$727K	0.04%	370
2025 Q4	$578K	Sell	7,845 -6,592	-46%	-$485K	0.02%	536
2025 Q3	$1.08M	Buy	14,437 +992	+7%	+$75.8K	0.04%	396
2025 Q2	$1.07M	Buy	13,445 +2,116	+19%	+$163K	0.04%	368
2025 Q1	$795K	Buy	11,329 +5,910	+109%	+$450K	0.03%	403
2024 Q4	$392K	Sell	5,419 -5,605	-51%	-$432K	0.02%	551
2024 Q3	$851K	Buy	+11,024	New	+$906K	0.04%	401

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Level Four Advisory Services's CP Position: Q1 2026 in Review

Level Four Advisory Services increased its Canadian Pacific Kansas City (CP) stake by 117% in Q1 2026, buying an estimated $727K and bringing the position to 17,046 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #370.

Level Four Advisory Services first reported a position in CP in Q3 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Level Four Advisory Services held 17,046 shares of Canadian Pacific Kansas City worth $1.34M as of Q1 2026.
Level Four Advisory Services bought 9,201 Canadian Pacific Kansas City shares in Q1 2026, an estimated $727K.
Canadian Pacific Kansas City made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #370 holding.
Level Four Advisory Services first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 7 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.