NBT Bank’s Canadian Pacific Kansas City CP Stock Holding History

NBT Bank’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 Q3	–	Sell	-650	Closed	-$56.3K	–	659
2026 Q2	$56.3K	Hold	650	–	–	﹤0.01%	504
2026 Q1	$51.1K	Hold	650	–	–	﹤0.01%	503
2025 Q4	$47.9K	Hold	650	–	–	﹤0.01%	503
2025 Q3	$48.4K	Hold	650	–	–	﹤0.01%	503
2025 Q2	$51.5K	Hold	650	–	–	﹤0.01%	501
2025 Q1	$45.6K	Hold	650	–	–	﹤0.01%	503
2024 Q4	$47K	Sell	650 -302	-32%	-$23.3K	﹤0.01%	505
2024 Q3	$81.4K	Buy	+952	New	+$78.3K	0.01%	461
2024 Q2	–	Sell	-3,642	Closed	-$321K	–	597
2024 Q1	$321K	Sell	3,642 -29	-0.8%	-$2.43K	0.02%	326
2023 Q4	$290K	Buy	+3,671	New	+$269K	0.02%	327

Other funds holding CP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

NBT Bank's CP Position: Q3 2026 in Review

NBT Bank sold out of Canadian Pacific Kansas City (CP) in Q3 2026, closing a stake of 650 shares — an estimated $56.3K sold.

NBT Bank first reported a position in CP in Q4 2023 and held it in 10 quarters. The position peaked at $321K in Q1 2024. 844 funds tracked by Wall St. Rank hold CP as of Q3 2026.

NBT Bank reported no remaining Canadian Pacific Kansas City position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 650 Canadian Pacific Kansas City shares in Q3 2026, an estimated $56.3K.
NBT Bank first reported a position in Canadian Pacific Kansas City in Q4 2023 and held it in 10 quarters.
NBT Bank's Canadian Pacific Kansas City position peaked at $321K in Q1 2024.
844 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.