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 Q2	$1.43M	Sell	16,470 -576	-3%	-$49.4K	0.04%	372
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 $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

Level Four Advisory Services's CP Position: Q2 2026 in Review

Level Four Advisory Services reduced its Canadian Pacific Kansas City (CP) stake by 3.4% in Q2 2026, selling an estimated $49.4K and leaving 16,470 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #372.

Level Four Advisory Services first reported a position in CP in Q3 2024 and has held it in 8 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Level Four Advisory Services held 16,470 shares of Canadian Pacific Kansas City worth $1.43M as of Q2 2026.
Level Four Advisory Services sold 576 Canadian Pacific Kansas City shares in Q2 2026, an estimated $49.4K.
Canadian Pacific Kansas City made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #372 holding.
Level Four Advisory Services first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.