Next Level Wealth Planning’s Canadian Pacific Kansas City CP Stock Holding History

Next Level Wealth Planning’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	$26.5K	Buy	+311	New	+$28.2K	0.01%	234

Other funds holding CP

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Next Level Wealth Planning's CP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Canadian Pacific Kansas City (CP) in Q3 2026: 311 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

504 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Next Level Wealth Planning held 311 shares of Canadian Pacific Kansas City worth $26.5K as of Q3 2026.
Canadian Pacific Kansas City was a new Next Level Wealth Planning position in Q3 2026.
Canadian Pacific Kansas City made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #234 holding.
504 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.