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

Nations 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
2025 Q3	–	Sell	-2,574	Closed	-$204K	–	717
2025 Q2	$204K	Sell	2,574 -500	-16%	-$38.5K	0.01%	644
2025 Q1	$216K	Hold	3,074	–	–	0.02%	595
2024 Q4	$222K	Sell	3,074 -680	-18%	-$52.4K	0.02%	620
2024 Q3	$321K	Buy	3,754 +1,011	+37%	+$83.1K	0.02%	552
2024 Q2	$216K	Sell	2,743 -30	-1%	-$2.44K	0.02%	596
2024 Q1	$244K	Hold	2,773	–	–	0.02%	563
2023 Q4	$219K	Sell	2,773 -454	-14%	-$33.2K	0.02%	577
2023 Q3	$240K	Sell	3,227 -30	-0.9%	-$2.38K	0.02%	542
2023 Q2	$263K	Sell	3,257 -576	-15%	-$45.5K	0.03%	535
2023 Q1	$295K	Sell	3,833 -120	-3%	-$9.27K	0.03%	490
2022 Q4	$295K	Buy	+3,953	New	+$297K	0.03%	473
2022 Q1	–	Sell	-4,077	Closed	-$293K	–	531
2021 Q4	$293K	Sell	4,077 -22	-0.5%	-$1.61K	0.04%	390
2021 Q3	$267K	Buy	+4,099	New	+$292K	0.04%	383

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Nations Financial Group's CP Position: Q3 2025 in Review

Nations Financial Group sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 2,574 shares — an estimated $204K sold.

Nations Financial Group first reported a position in CP in Q3 2021 and held it in 13 quarters. The position peaked at $321K in Q3 2024. 951 funds tracked by Wall St. Rank hold CP as of Q3 2025.

Nations Financial Group reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
Nations Financial Group sold 2,574 Canadian Pacific Kansas City shares in Q3 2025, an estimated $204K.
Nations Financial Group first reported a position in Canadian Pacific Kansas City in Q3 2021 and held it in 13 quarters.
Nations Financial Group's Canadian Pacific Kansas City position peaked at $321K in Q3 2024.
951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Nations Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.