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

Merit 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 Q2	$886K	Sell	10,225 -1,265	-11%	-$108K	0.01%	1143
2026 Q1	$904K	Buy	11,490 +1,120	+11%	+$88.5K	0.01%	1031
2025 Q4	$764K	Sell	10,370 -191	-2%	-$14.1K	0.01%	1063
2025 Q3	$787K	Buy	10,561 +412	+4%	+$31.5K	0.01%	964
2025 Q2	$804K	Buy	10,149 +2,045	+25%	+$157K	0.01%	891
2025 Q1	$569K	Buy	8,104 +4,118	+103%	+$313K	0.01%	878
2024 Q4	$288K	Buy	+3,986	New	+$307K	0.01%	943
2024 Q3	–	Sell	-4,747	Closed	-$374K	–	854
2024 Q2	$374K	Sell	4,747 -825	-15%	-$67.1K	0.01%	652
2024 Q1	$444K	Buy	+5,572	New	+$468K	0.01%	591

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

Merit Financial Group's CP Position: Q2 2026 in Review

Merit Financial Group reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q2 2026, selling an estimated $108K and leaving 10,225 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #1143.

Merit Financial Group first reported a position in CP in Q1 2024 and has held it in 9 quarters since. The position peaked at $904K in Q1 2026. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Merit Financial Group held 10,225 shares of Canadian Pacific Kansas City worth $886K as of Q2 2026.
Merit Financial Group sold 1,265 Canadian Pacific Kansas City shares in Q2 2026, an estimated $108K.
Canadian Pacific Kansas City made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1143 holding.
Merit Financial Group first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 9 quarters since.
Merit Financial Group's Canadian Pacific Kansas City position peaked at $904K in Q1 2026.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.