Montis Financial’s Canadian Pacific Kansas City CP Stock Holding History

Montis Financial’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	$319K	Hold	3,676	–	–	0.07%	125
2026 Q1	$289K	Hold	3,676	–	–	0.06%	129
2025 Q4	$271K	Hold	3,676	–	–	0.05%	132
2025 Q3	$274K	Hold	3,676	–	–	0.06%	135
2025 Q2	$291K	Hold	3,676	–	–	0.08%	110
2025 Q1	$258K	Sell	3,676 -441	-11%	-$33.5K	0.08%	120
2024 Q4	$298K	Buy	4,117 +441	+12%	+$34K	0.09%	114
2024 Q3	$314K	Hold	3,676	–	–	0.11%	90
2024 Q2	$289K	Hold	3,676	–	–	0.13%	64
2024 Q1	$324K	Hold	3,676	–	–	0.15%	62
2023 Q4	$291K	Hold	3,676	–	–	0.17%	55
2023 Q3	$274K	Hold	3,676	–	–	0.18%	55
2023 Q2	$297K	Hold	3,676	–	–	0.2%	45
2023 Q1	$283K	Hold	3,676	–	–	0.22%	45
2022 Q4	$274K	Hold	3,676	–	–	0.23%	45
2022 Q3	$245K	Buy	3,676 +216	+6%	+$16.3K	0.24%	46
2022 Q2	$242K	Sell	3,460 -2	-0.1%	-$145	0.23%	50
2022 Q1	$286K	Hold	3,462	–	–	0.22%	48
2021 Q4	$249K	Buy	+3,462	New	+$253K	0.18%	74

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

Montis Financial's CP Position: Q2 2026 in Review

Montis Financial held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,676 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #125.

Montis Financial first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $324K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Montis Financial held 3,676 shares of Canadian Pacific Kansas City worth $319K as of Q2 2026.
Montis Financial left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.07% of Montis Financial's portfolio in Q2 2026, its #125 holding.
Montis Financial first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
Montis Financial's Canadian Pacific Kansas City position peaked at $324K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.